Financial Advisor
2 weeks ago
President & CEO of NW Strategic Private Wealth Management Group - We Help Multi-Millionaires Become Financially More Successful The NW Strategic Private Wealth Council Group helps multi-millionaires and ultra high net worth families become financially more successful for the long-term with the highest possible standards of private client service. We value long-term relationships with our clients for all of their financial planning and private wealth management needs with a bespoke client service for each family and business. We are located in Vancouver, BC but offer flexibility for a work from home role. Role Description We are looking to add a wealth management & financial planning advisor to the team (with an existing book of clients and business or someone who has a large network of prospective clientele). The Financial Planning Associate advisor role is a full-time hybrid role located in Vancouver, BC with flexibility for some remote work. In this role, you will be responsible for managing client portfolios and wealth plans, conducting financial planning, analyzing financial data, and communicating strategies with clients along with marketing and prospecting for new clientele. This role requires very good communication & sales ability along with having a high work‑ethic as an intrapreneur. Your ability to attract and attain high-net‑worth clientele is critical for this role. You will also work with the team to develop and implement investment and financial planning strategies and provide an excellent customer service and experience for clients for the long-term. What we need from you Education High School Graduate + University or College degree It would be preferred to have your mutual funds and LLQP Insurance certification completed already It would be beneficial to have your QAFP or CFP designation (Not required) Qualifications An existing book of clientele or significant warm circle of prospective clients Financial Planning and Analytical Skills (preferred) Communication and Customer Service Skills Experience in Finance, Investments, and Wealth Management (preferred) Bachelor's degree in Finance, Business, Economics, or related field (preferred) QFA, CFP or other relevant certifications are preferredExperience in managing client relationships and portfolios (preferred) Excellent written and verbal communication skills Ability to work independently and as part of a team Strong attention to detail What you will get from us A positive and exciting environment with opportunity for a long-term / full time career. Ability to be an intrapreneur and develop a business enterprise for the long-term Competitive salary with opportunities for future growth and responsibility. Be part of a successful and growing business enterprise with like-minded people Advancement for career opportunities along with developing organizational, communication, and sales skills within the wealth management industry. An opportunity to have a meaningful impact on families lives through proven strategies that work in taking care of the high-net worth and affluent demographic of Canadians. Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr
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Financial Advisor
2 weeks ago
Vancouver, Canada Investco Financial Corporation Full timeWe are seeking a motivated and experienced Financial Advisor to join our team at Investco Financial. The Financial Advisor will play a pivotal role in delivering personalized financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve their long‑term objectives. Responsibilities Provide personalized...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Vancouver, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Vancouver, British Columbiatime type: Full timeposted on: Posted Todayjob requisition id: JR00034430You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Vancouver, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Vancouver, British Columbiatime type: Full timeposted on: Posted Todayjob requisition id: JR00034430You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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Financial Advisor Assistant
2 weeks ago
Vancouver, Canada Raymond James Financial Full time**Financial Advisor Assistant** - 2301732 Sophia Financial Group is looking for a Financial Advisor Assistant to join our wonderful team. This position requires a person with superior written and oral communication skills, a keen attention to detail and a positive attitude. Social values and community contribution are as important to us as delivering...
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Vancouver, Canada Sun Life Financial Full timeA financial services company in Vancouver is seeking a Financial Advisor to build long-term relationships and help clients with financial planning. This role offers unlimited earning potential and requires strong communication skills, self-motivation, and a college degree. Advisors will conduct client meetings and recommend suitable financial products. Join...
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Vancouver, Canada Sun Life Financial Full timeA financial services company in Vancouver is seeking a Financial Advisor to build long-term relationships and help clients with financial planning. This role offers unlimited earning potential and requires strong communication skills, self-motivation, and a college degree. Advisors will conduct client meetings and recommend suitable financial products. Join...
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Financial Advisor
1 week ago
Vancouver, Canada People Corporation Full timeWe are seeking a Financial Advisor to join our team in Vancouver. Bajus Financial Partners Ltd. is a growing financial services company that has been around since 1971. There are three parts to the Company, providing group benefit solutions to companies, providing pension solutions to companies, and individual insurance and wealth management. Reporting to...
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Financial Advisor
1 week ago
Vancouver, Canada Co-operators Full timeJoin to apply for the Financial Advisor in Vancouver, BC role at Co-operatorsJoin to apply for the Financial Advisor in Vancouver, BC role at Co-operatorsGet AI-powered advice on this job and more exclusive features.The OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business...
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Vancouver, Canada Sun Life Financial Full timeAn international financial services provider is seeking enthusiastic individuals for the role of Financial Advisor in Vancouver. This position offers the chance to build long-lasting relationships, assist clients in planning for various life stages, and enjoy unlimited earning potential. With local support for skill development and a culture that fosters...
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Vancouver, Canada Sun Life Financial Full timeAn international financial services provider is seeking enthusiastic individuals for the role of Financial Advisor in Vancouver. This position offers the chance to build long-lasting relationships, assist clients in planning for various life stages, and enjoy unlimited earning potential. With local support for skill development and a culture that fosters...
