Our approach is unique, just like you. PEAK, the very first fully independent dealer in Canada.
Montreal, Quebec
With $19 billion in assets under administration , PEAK is positioned as a leader among multidisciplinary and fully independent dealers. Present from coast to coast, PEAK Financial Group has proudly represented and promoted independent advice for 30 years. PEAK has captured the trust of over 1,500 independent Advisors, professionals and employees registered across Canada, enabling them to successfully serve more than 150,000 clients (retail networks) by delivering financial advice that is both impartial and free from conflict of interest. PEAK Financial Group caters to Financial Advisors wishing to pursue their profession with complete independence in the areas of wealth management, mutual funds, securities, insurance and financial planning.
Hybrid · Montréal
The agent will perform daily bank and trust reconciliations while processing advisor commissions and payments. They will also collaborate with internal teams on process improvement and automation projects.