Financial Advisor

13 hours ago

Vancouver, Canada Luft Financial | iA Private Wealth Full time

Overview Luft Financial is a team of Portfolio Managers and Investment Advisors committed to helping individuals and families achieve lasting financial peace of mind. Through proactive and strategic portfolio management, the team ensures diversified investment portfolios tailored to clients' unique goals. Clients benefit from full fee transparency, discretionary portfolio management, and a single point of contact for personalized financial solutions. With a focus on financial literacy, Luft Financial offers seminars and courses to assist individuals in making informed investment and retirement planning decisions. The firm is affiliated with iA Private Wealth Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada, and provides insurance products through Luft Financial Inc. for residents across Canada. Role Description This is a full-time on-site role for a Financial Advisor, located in Vancouver, BC. As a Financial Advisor, you will be responsible for providing personalized financial solutions, including investment and retirement planning, financial goal setting, and portfolio management. On a daily basis, you will meet with clients to understand their financial needs, develop tailored financial plans, and provide expert advice on various financial products and strategies. You will also monitor market trends, continuously oversee client portfolios, and make data-informed recommendations to support their financial objectives. You are responsible for attracting and retaining your client base. You will have 100% ownership of your clients: not Luft Financial, not IAPW. Qualifications Expertise in Financial Planning, Retirement Planning, and Financial Advisory Strong knowledge of Finance and Investments Exceptional communication, relationship-building, and client management skills Familiarity with financial management systems and tools Experience in wealth management or portfolio management is an asset Relevant certifications such as CFP (Certified Financial Planner) or CIM (Chartered Investment Manager) are an advantage Bachelor’s degree or higher in Finance, Economics, Business, or a related field Ability to work in a team-oriented environment and meet regulatory requirements fully licensed RR or PM minimum book size to transfer $20 million Transition team at IAPW to assist You are responsible for your own administration, but Luft Financial provides the CRM, discretionary portfolio management, systems and processes. You will use and adhere to all of Luft Financial's systems/processes/CRM and model portfolios and are not permitted to do discretionary trading on your own. Grid is 41% net to you, non-negotiable. You own your clients. You attract and retain your own clients. We will provide regular learning opportunities for your clients You are responsible for your own assistants, and office space. We can offer office space at 609 Granville, head office branch, at a very reasonable monthly cost. #J-18808-Ljbffr

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