Own your next move in wealth management
You’ve worked hard to build your business—now it’s time to grow it on your terms.
At Foster & Associates, we provide the platform, tools, and freedom to help you take your career to the next level, without sacrificing client service or integrity.
We’re looking for driven, client-focused professionals who who want the freedom to build their business within a supportive, transparent firm rooted in integrity.
Your Journey, Our Support
At some point, a committed, discerning advisor sees the landscape shifting—what once felt secure now feels uncertain. Familiarity has its limits, and the future calls for a choice. The professionals who will thrive at Foster & Associates are ready to take ownership of their next chapter with confidence and purpose.
We provide experienced Portfolio Managers and growth-minded Mutual Fund Representatives with the support and flexibility to shape their own path in a firm built on integrity, expertise, and personal service.
This is beyond headcount—it’s about partnering with advisors who are ready to build something meaningful, with a team that respects your vision and the road you’ve traveled to get here.
The Foster Commitment
- Payouts That Time Forgot – Keep more of what you earn with a payout structure that rewards your value from day one.
- Independent, Not Alone – Maintain your freedom to advise—backed by CIRO and CIPF membership, and a 30-year custodian partnership with National Bank Independent Network (NBIN). The support you need, and the stability your clients deserve.
- Client-Centric, Not Product-Pushed – We focus on relationships over quotas, so you can serve your clients on your terms. Done right, the rest will follow.
- Seamless Transition Support – Your dedicated onboarding team ensures a smooth transition for you and your clients.
- Mentorship & Growth-Focused Community – Independence thrives with the right support. From practice management to marketing, we give advisors the tools and connections to grow with confidence.
- A Solid Compliance Reputation – You’ve built your business on trust, and so have we. With CIRO-aligned standards as guardrails—not roadblocks—compliance keeps you on track without slowing you down. We say “yes” when we can and “no” when we must.
Who We’re Looking For
We’re intentional about who we work with. If our values align, let’s build something great.
Who Thrives Here:
- Mutual Fund Representatives looking to transition into full-service wealth management.
- Advisors seeking independence with strong operational and compliance support.
- Growth-minded professionals who prioritize long-term client relationships.
Who May Not:
- Advisors seeking transactional relationships or quick product sales.
- Those prioritising the lowest cost offering vs quality and growth prospects.
- Individuals looking for a large-firm corporate environment.
Your Path to Growth at Foster
We provide a clear and structured career progression tailored to ambitious advisors:
- Mutual Fund Representative → Full-Service Wealth Advisor (Expand your practice)
- Wealth Advisor → Senior Advisor / Portfolio Manager (Deepen your expertise)
- Senior Advisor → Partner Track (Equity opportunities)
- Portfolio Manager → Family Office Group (Integrate into Foster’s highest-quality offering)
- Succession & Legacy Planning (Ensure long-term sustainability and client continuity)
As a Foster advisor, your growth is not just encouraged—it’s supported.
Making the Move: Advisor Perspectives
“The team helped me navigate the account documentation process, ensuring everything was prepared and reviewed before moving forward with clients. The whole experience has reinforced my decision to bring my practice to Foster. I look forward to growing my business here.”
“After learning that Foster would support me in a few ways in becoming accredited and knowledgeable in investing at a full securities broker, I felt encouraged to make the leap. Not only did I feel I was doing the right thing for my clients, my confidence grew knowing I was part of a firm that could truly do more for investing. Foster’s support made what seemed like a daunting task, achievable.”
“Clients today are more informed than ever. They expect more than just investment products; they want an advisor who is fully invested in their financial well-being. Making the leap to a full-service model wasn’t necessarily easy, but it changed the way I see this industry. Once you take that step, you understand why Foster was the right choice.”
Ready to Explore Your Options?
Let’s talk about what a move to Foster means for you, your clients, and your business.
Tell us a bit about yourself—we’ll connect with you shortly.
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Foster & Associates is committed to protecting your privacy. We will not collect any personal information from you that you do not volunteer, and we are the sole owner of all information collected on this site. We do not sell, share, or rent this information to others in any way that we have not mentioned in this statement.
