Strategic Financial Partner

1 month ago


Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full time

Capital Markets Advisors LLC is a boutique consultancy and recruiting firm specializing in the financial services sector, representing a distinguished wealth management firm seeking to expand their dynamic team.

The ideal candidate will be an experienced financial advisor seeking to take their career to the next level or looking to retire in the near horizon. This is a unique opportunity to become part of a firm that not only values client relationships but also offers a clear path to partnership or smooth transition.

We are seeking a strategic partner with a focus on tax preparation and tax planning. Key responsibilities include providing comprehensive financial advisory services, creating and updating long-term financial strategies and plans, actively managing and rebalancing client portfolios in alignment with their financial goals, maintaining compliance with industry standards, and fulfilling all regulatory requirements.

A successful candidate will have a minimum of 5 years of experience in tax preparation with a proven track record in managing a book of business of $20M+, 10+ years' experience in insurance, and a demonstrated ability to generate new insurance business. Strong corporate and personal tax knowledge is essential, along with the ability to produce and present Know Your Product (KYP) information to clients.

This is an exceptional opportunity for a talented professional to join our growing firm, collaborating with a dynamic team in a collaborative and inclusive environment emphasizing growth and partnership opportunities. With a passion for providing top-tier financial advice, you will have the chance to expand and grow your practice within a supportive and expanding firm.

In this role, you can expect a salary of approximately $120,000 per year, commensurate with experience and qualifications. If you are passionate about providing high-quality financial advice and are looking to advance your career, we encourage you to apply for this exciting opportunity.



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