Wealth Advisor

4 weeks ago


Vancouver, Canada Talent Edge Full time

OverviewWe are seeking a Wealth Advisor to join a boutique wealth management firm redefining holistic wealth advisory for successful individuals, families, and business owners. The firm offers a full-service ecosystem with integrated strategies tailored to evolving client needs. This is an entrepreneurial opportunity within a fast-growing platform.About Talent EdgeTalent Edge is a trusted Executive & Professional Search partner providing talent acquisition and advisory services across industries. We leverage research and market mapping tools to deliver strong candidate matches for clients. Our team focuses on innovative strategies and excellence in every engagement.About our ClientThe client is a boutique wealth management firm redefining holistic wealth advisory for successful individuals, families, and business owners. With a full-service ecosystem and a team of seasoned experts, they deliver seamless, integrated strategies for complex and evolving client needs. They are expanding the team to accelerate growth and shape the future of the industry in Canada.About this OpportunityThis is a fantastic opportunity for an entrepreneurial Wealth Advisor who wants to take ownership of building their practice within a fast-growing, visionary platform.In this role, you will partner with high-net-worth individuals, families, and business owners, providing strategic guidance and hands-on management across all wealth disciplines, including estate and tax planning, corporate structuring, retirement planning, risk management, insurance, and investments.About the IndividualThe ideal candidate has 8+ years of experience in financial planning or a related advisory role, with a strong foundation in both insurance and investment planning. A Chartered Investment Manager (CIM) designation is required, with additional qualifications in financial planning, insurance, or estate planning preferred. Other industry credentials are welcomed as assets.Beyond credentials, you should have an entrepreneurial mindset, be excited to build a significant practice within a growth-focused platform, and thrive in a collaborative environment while bringing independence, creativity, and drive. You should be committed to excellence, persistent in pursuing results, and able to deliver work with clarity, precision, and care.Key attributes include:Strong interpersonal skills and the ability to inspire confidence with clients.Exceptional attention to detail and a proactive, solutions-focused approach.A creative and strategic problem-solver with an entrepreneurial spirit.Self-motivated, persistent, and driven to achieve results with integrity.Commitment to continuous learning, professional excellence, and long-term client impact.Additional InformationBased in the heart of Downtown Vancouver, this opportunity follows an in-office work model.This position is structured as an Independent Contractor, and not an employee.Next StepsIf you are interested in applying, reviewing the complete job description, or exploring if this role is the right fit for you, please click on the ‘Apply’ button.Talent Edge and our client believe in equal opportunity, equity, fairness, and transparency. We celebrate diversity and are committed to creating an inclusive environment for all clients, partners and candidates. If you require any accommodations during the application or interview process, please let us know at hello@talent-edge.ca.All applications are treated with the utmost confidentiality. Your personal information is solely for the purpose of the hiring process and will not be shared or circulated without your consent.SenioritiesSeniority level: Mid-Senior levelEmployment typeEmployment type: Full-timeJob functionJob function: Finance and ConsultingIndustries: Financial Services and Insurance #J-18808-Ljbffr


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