Lead Advisor

4 weeks ago

Vancouver, Canada Ocean 6 Wealth Advisory Full time

Job description

**Lead Advisor**

**WHO WE ARE**

Ocean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.

To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be taught but being a positive and driven individual that is eager to dive into new experiences is something that cannot be trained.

Our firm is guided by our brand foundation:

- Our Why: The value we provide makes a profound difference in people’s lives, and help our clients reach their goals
- Vision: Our bold new ideas will change the world of finance.
- Mission: We deliver white glove, WOW experiences that inspire every client to tell everyone they know.
- Position: Next-level, innovative thinking.
- Character: Transformative, passionate, determined, curious.

**RESPONSIBILITIES**
- The ability to lead a client; annual reviews, presenting plans, preparing for client meetings
- Assisting Sr. Advisors with complex high net-worth clients
- Prepare and present financial analyses and recommendations to clients
- Maintain and update client records and financial portfolios
- Managing daily client communications and requests
- Delivering a high-end, white glove service to our clients
- Stay current with industry regulations, tax laws, and financial planning strategies
- Contribute to the firm's marketing and business development efforts
- Other relevant or related responsibilities as required by Ocean 6

**QUALIFICATIONS**
- Bachelor's degree in Finance, Economics, Business, or a related work experience
- Completion of at least two of the following certifications: CFP/QAFP (or within 3 months of completion) and CSC
- Nice to have: CFA, CSC, or LLQP
- 3+ years of experience in financial services or a related field
- Strong communication and interpersonal skills
- A passion for expanding your knowledge in financial planning
- Exceptional organizational skills
- Experience with a CRM

**COMPENSATION**

This is considered a level 3 Associate Advisor/Lead Advisor position with an estimated start date of April 1st - April 15th, 2025.

This position has a base salary range of $85,000 - $110,000 with potential participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

Pay: $85,000.00-$110,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Extended health care
- On-site gym
- On-site parking
- Paid time off
- Profit sharing

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Financial: 3 years (required)

Licence/Certification:

- CFP or QAFP certification? (required)

Work Location: In person

Application deadline: 2025-03-02
Expected start date: 2025-04-01

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