Senior Financial Advisor

3 weeks ago

Vancouver, British Columbia, Canada Global Solutions Wealth Management Inc. Full time

1 week ago Be among the first 25 applicants

Direct message the job poster from Global Solutions Wealth Management Inc.

CEO | Global Wealth and Tax Advisory to Successful Business Owners and Family Offices

Company Description

Global Solutions Wealth Management Inc. is a Multi Family Office firm that provides global wealth and tax advisory to successful business owners and high net worth families. We are a team of seasoned professionals, CPAs with specialization in tax, lawyers with specialization in tax, investment advisors, estate planning specialists with Canadian and global experience.

The hallmark of Global Solutions is solving the many riddles that are presented in any given situation. Our combined firepower, breadth of experiences and depth of technical knowledge result in pragmatic solutions to meet the needs of the client. Our process is collaborative with our clients, their advisors and the use of the right combination of advisors from our group.

Role Description

This is a full-time on-site role for a Wealth Advisor at Global Solutions. The Wealth Advisor will be responsible for financial planning, retirement planning, providing investment advice, and offering financial advisory services to clients in Vancouver, BC.

Qualifications

  • Financial Planning and Retirement Planning expertise
  • Strong background in Finance and Investments
  • Experience in Financial Advisory
  • Excellent analytical and problem-solving skills
  • Effective communication and interpersonal skills
  • Ability to work collaboratively in a team environment
  • Certifications such as CFP or CFA are an asset
  • Bachelor's degree in Finance, Business, Economics, or related field
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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