Lead Financial Advisor

3 days ago

Vancouver, Canada Ocean 6 Wealth Advisory Full time

**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®.

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.

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.

**RESPONSIBILITIES**
- Delivering a high-end, white glove service to our clients
- Assist advisory team in developing and implementing holistic financial plans for clients
- Prepare and present financial analyses and recommendations to clients
- Maintain and update client records and financial portfolios
- Managing daily client communications and requests
- Preparing and participating in client meetings and follow up on action items
- Stay current with industry regulations, tax laws, and financial planning strategies
- Conduct research on financial products, market trends, and investment opportunities
- 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 related work experience
- Mandatory CFP certification
- Mandatory CSC or LLQP certification
- Client-facing experience as a Financial Advisor
- Experience building financial plans and delivering to clients
- Excellent communication and interpersonal abilities
- Experience with a CRM

**COMPENSATION**

4+ years of experience required in financial services or related field required. A base salary range of $85,000 - $120,000 plus revenue share percentage. Base salary will be commensurate with experience, skills, and qualifications.

Pay: $55,000.00-$100,000.00 per year

**Benefits**:

- Company events
- Extended health care
- Life insurance
- On-site gym
- On-site parking

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

**Experience**:

- Financial services: 4 years (required)

Licence/Certification:

- CFP (required)

Work Location: In person

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