With $18 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…
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Our approach is unique, just like you. PEAK, the very first fully independent dealer in Canada.
Full company description
With $18 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.
LinkedIn followers
7,768
People associated on LinkedIn
327
Reported office locations
2000, rue Mansfield, Suite 1800, Montreal, Quebec H3A3A6, CA
1220 rue des Soeurs-du-bon-Pasteur, Immeuble N. Cité Verte, 210, Québec, Québec G1S 0B1, CA
509 Railway Ave, Weyburn, Saskatchewan S4H 0A8, CA
Business categories
Insurance
Other recorded names
PEAK Financial Group
Groupe financier PEAK / PEAK Financial Group
Specialties
Mutual Funds
Securities
Dealer
Independent Advice
Independent Financial Advisors
Insurance
Fonds communs de placement
Conseil indépendant
Courtier multidisciplinaire
Full service Dealer
Private Wealth
Gestion privée
and Conseillers financiers indépendants
Profile identifies a recruitment agency
No
Reported total investment
0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Industry
Financial Services
Size
51-200 employees
Headquarters
Montreal, Quebec
Organization type
Privately Held
Year founded
1992
Specialties
Mutual FundsSecuritiesDealerIndependent AdviceIndependent Financial AdvisorsInsuranceFonds communs de placementConseil indépendantCourtier multidisciplinaireFull service Dealer
PEAK Financial Group has 6 open jobs in Canada as of November 6, 2026. Top locations: Montréal.
2+ YOECandidates need about 2 to 4 years of SaaS client success, software support, technology training or similar customer-facing experience, plus fluent French and English. Strong communication, a knack for explaining complex concepts simply, and comfort with fast-changing software are essential.
2+ YOEDiplôme d'études secondaires et 2 à 3 ans en service à la clientèle; Expérience dans le secteur financier, notamment les fonds mutuels; Bonne compréhension des produits de placement enregistrés et non enregistrés
5+ YOEDiplôme collégial ou universitaire en administration, finance ou domaine connexe, ou expérience équivalente; Minimum de 5 ans en services financiers, opérations ou soutien aux conseillers; Expérience en gestion et dévelo
Leadership, Coaching, Recruitment, Collaboration, Process improvement, Dispatching
5+ YOEBaccalauréat en administration, finance ou domaine connexe; Minimum de 5 ans en gestion des opérations chez un courtier; Expérience en gestion d’équipes et transformation opérationnelle
5+ YOEBaccalauréat en communications ou diplôme pertinent; Minimum 5 ans d'expérience en contenu numérique et marketing digital; Expérience dans le secteur financier
5+ YOEDiplôme de premier cycle en finance ou domaine pertinent; Minimum de cinq ans d'expérience en conformité des valeurs mobilières; Examens OCRI pour surveillants, valeurs mobilières et réglementation canadienne