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Join Us
Become An Advisor or Agent

At IF, we believe our success is driven by our greatest asset: our people. We provide a range of opportunities for experienced financial professionals and entrepreneurial paths for growth. At IF, we believe that quality financial advice has the power to transform lives for the better.

IF Advisor opportunities

As an IF Advisor, you'll inspire financial confidence and help clients transform their lives, all while reaching your own unlimited potential. At IF, you'll have the opportunity to deliver comprehensive, integrated planning while building meaningful relationships.

IF Entrepreneurial opportunities

No matter which career path you choose at IF, you'll thrive in an environment that promotes teamwork, personal growth, and a commitment to excellence. Take the next step in earning passive income and gain financial freedom.

IF Mentorship opportunities

You’ll support IF clients with a focus on financial planning and building strong relationships, while enjoying a competitive compensation package that includes bonuses, and unlimited variable income potential.

Our culture

Our culture, rooted in our core values, is often described as being like family. We believe that entrepreneurship, collaboration, and community are essential for achieving both personal and professional success.

  • Entrepreneurship: We celebrate initiative and foster an independent mindset.

  • Collaboration: We believe teamwork enables us to reach our full potential.

  • Community: We invite you to join us in making a positive impact in our communities.

Our commitments

We are dedicated to giving back to the communities where we live and work, providing you with opportunities to make a meaningful impact.

Diversity, Equity, and Inclusion

We are dedicated to being a leading advocate for DE&I in the financial services industry, guided by three core pillars:

  • Creating an inclusive workplace through awareness and educational programs.

  • Actively engaging underrepresented talent through targeted recruitment events.

  • Forming strategic partnerships with DE&I advocates to enhance diversity across all levels of the organization.

What Our Agents Say

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Marvellous

"Working at Invest-Financial is rewarding. Helping clients achieve their financial goals with integrity and personalized solutions makes every day meaningful."
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