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Wealth Management Specialist

1 week ago

Vancouver, British Columbia, Canada Harbourfront Wealth Management Full time

Harbourfront Wealth Management is a leading independent wealth management firm that provides unbiased advice to its clients. Our team of experts focuses on delivering true wealth management solutions, including portfolio construction, income planning, tax minimization, estate preservation, and trust management.

We are currently seeking an Associate Investment Advisor for the Sonora Wealth Group, part of the Harbourfront Group of Companies based in Canada. The ideal candidate will have a small book of business with assets under management between $25 - $30 million and a desire to grow their portfolio independently. Our firm offers open architecture with access to Canadian and US securities as well as alternative investments.

To be successful in this role, you will need excellent analytical and problem-solving skills, a strong understanding of financial markets and investment products, and the ability to build and maintain client relationships.

Key qualifications include:

  • Financial Planning and Investments expertise
  • Experience in implementing Investment Strategies
  • Finance and Customer Service skills