Advisor
Opportunities
We provide everything they need for them to grow their practice and then get out of the way.
WHY JOIN PALOS?
Our Incentives are
aligned with Yours.
We treat our advisors like partners. Their feedback shapes the development of our tools and services. We don’t treat them like sales people. They don’t charge commissions. There are no incentives to promote proprietary products.
And because they are not tied down to meeting sales quotas, they can focus on doing what is right for you.
Seamless Transition
Frictionless transition with robust support and processes. Smoothly migrate your practice to Palos with the dedicated support of our Onboarding Team. Plus, unlike traditional banks, we offer a multi-custodial platform with National Bank, Fidelity, Royal Bank, and Interactive Brokers as custodians with clearing services provided.
Multi-Custodial Approach
Unlike traditional banks, we offer a multi-custodial approach, with clearing services, custody, and brokerage provided by National Bank, Fidelity, Royal Bank, and Interactive Brokers.
Access Our Core Strategies
Tap into Palos’ core funds and model portfolios to support your clients’ goals.
No set-up, purchase, or transfer fees.
Comprehensive Back-Office Support
Our operations team handles all back-office tasks, including performance reporting, compliance, and accounting. Spend less time on administration and more time growing your business.
Tech Infrastructure
We provide centralized IT support with hardware and software to fully support remote operations. Benefit from secure digital document management and automated workflows.
Remote-First Work Culture
We prioritize flexibility by embracing a remote-first culture. Work from anywhere in Canada, wherever you’re most productive, with access to our office spaces in Montreal.
Exploring the Opportunity Together : Our Mutual Evaluation Process
Tell us
about You
Share your goals, your approach to wealth management, and what support you need to grow your business.
How We
Support Growth
Let’s discuss how we align with your long-term vision, and how we can help you stay focused on what you do best: serving your clients.
Meet
Our Team
Get to know our leadership, operations, compliance, and accounting teams, and experience what it’s like to work with us.
GET STARTED
Book a Meeting with our
Recruitment & Partnerships Team
Ready to take control of your practice and grow on your own terms? Connect with our team today to learn how we can support you.
FAQ
Our structured onboarding process is designed to make your transition seamless. A dedicated team will guide you through every step, including licensing, compliance, and client transition planning. You’ll receive hands-on support from our operations, IT, and portfolio management teams to get you up and running quickly.
No, there is no requirement to use our investment funds. Advisors are free to choose the investment solutions that best meet their clients’ needs. In addition, we offer our wealth advisors and third-party portfolio managers the possibility to create custom-built funds.
Yes. We operate on a client-first philosophy, so you retain full ownership and control of your client relationships. You simply benefit from our firm’s support and infrastructure.
Our compensation model is designed to be simple and transparent, with no hidden fees or commissions. Your compensation is based on a percentage of the assets under your management, which means your success is directly aligned with your clients’ success. We believe in providing clear value for our work, and this model ensures you are fairly compensated for the trust you earn.
We take a proactive approach to compliance. Our team ensures you stay up-to-date with all regulations and provides ongoing training. We also offer quick reviews of all marketing and communications to avoid unnecessary delays.