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Join Our Team

At Second Opinion we are dedicated to helping our clients achieve their financial goals by providing professional unbiased second opinions on their investment portfolios. Our team is committed to maintaining the highest fiduciary standards, ensuring that integrity and honesty are the foundation of our business while delivering advice that is always in the best interest of our clients.

We work in a professional and collaborative environment where team work, high energy, and focus on achieving our goals is highly valued.

As a fast growing company we are always looking for the right people to expand our team and we offer two ways of joining us:

 

As an Associate

If you are entrepreneurial and like being your own boss, then consider opening a Second Opinion office. This is an opportunity that will allow you to grow, and benefit from owning your own business.

We provide to you with all of the key components to set up your Second Opinion office quickly and we support you by providing back-office systems that allow you to focus on your clients and building your business. As an Associate you will benefit from our national marketing program and lead distribution system.

This opportunity will appeal to those who have investment advice experience, including accountants, or financial planners who wish to expand their business by utilizing the Second Opinion brand and products. We require all Associates to have, or be in the process of acquiring, their CFP designation.

 

As an Employee

Supporting our Associate Network is critical to our success and we are looking for individuals who can ensure that we deliver the best possible service to our associates. We often have both contract and employee opportunities available in the areas of Marketing and Sales, Analysis Support, and Web Development.

 

Find out more

To find out more about joining Second Opinion, please send us an email with your resume attached in either Microsoft Word or PDF format, and a brief statement as to why you would like to join Second Opinion, your interest, and how you think you can contribute to our business and our team.  Your may read more about our mission here.

Please send your email to: info@secondopionions.ca

 

Newest members of our team.  Training Session June 2009.

Back row - left to right:  David Martin – Halifax, Brad Carr – Windsor, Richard Kunn – Toronto

Front row – left to right:  Jorge Ramos – Toronto, Robert Miskimmin - VP Communications, Neil Murphy – Toronto

 

 

The Second Opinon Team. Team meeting August 2008

Back row – left to right:

Brian Capper – document design, Mike Macdonald – VP and Associate Burlington Hamilton, John Home – VP and Associate Markham, Warren MacKenzie – President and CEO, Greg York, VP Corporate Services.

Front row – left to right:

Maulik Shah – office manager, Bob Scott – Advisory Board Member and Marketing Consultant, Heather Pritchard – Executive Assistant, Carlo Palazzo – Support Services, Ben MacKenzie – Computer Services, Alexandra Macqueen – VP and Associate Beaches, Dave de la Plante – Advisory Board Member and meeting facilitator.

Missing – Ken Hawkins, VP research and Development