Associate Financial Advisor

7 days ago

Lower Mainland, Canada NW Strategic Private Wealth Council Group Full time

**Job Summary**
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will provide expert financial guidance to clients, helping them make informed decisions about their investments, savings, and overall financial health. You will leverage your strong analytical skills and understanding of financial services to develop tailored strategies that meet the unique needs of each client.

The NW Strategic Private Wealth Council Group helps multi-millionaires and ultra high net worth families become financially more successful for the long-term with the highest possible standards of private client service.

We value long-term relationships with our clients for all of their financial planning and private wealth management needs with a be-spoke client service for each family and business. We are located in Vancouver, BC but offer flexibility for a work from home role.

**Responsibilities**
- Conduct comprehensive financial assessments for clients to understand their current financial situation and goals.
- Develop personalized financial plans that include investment strategies, retirement planning, and cash management.
- Provide ongoing support and advice to clients, adjusting financial plans as necessary based on market changes or personal circumstances.
- Research and analyze market trends to identify potential investment opportunities for clients.
- Maintain accurate records of client interactions and transactions in compliance with regulatory requirements.
- Build and maintain strong relationships with clients through regular communication and follow-ups.
- Stay updated on industry regulations, products, and services to provide the best advice possible.

**Qualifications**:

- Financial Planning and Analytical Skills (preferred)
- Communication and Customer Service Skills
- Experience in Finance, Investments, and Wealth Management (preferred)
- Bachelor's degree in Finance, Business, Economics, or related field (preferred)
- QFA, CFP or other relevant certifications are preferred
- Experience in managing client relationships and portfolios (preferred)
- Excellent written and verbal communication skills
- Ability to work independently and as part of a team
- Strong attention to detail

What you will get from us:

- A positive and exciting environment with opportunity for a long-terM/Full time career.
- Ability to be an intrapreneur and develop a business enterprise for the long-term
- Competitive compensation with opportunities for future growth and responsibility.
- Be part of a successful and growing business enterprise with like-minded people
- Advancement for career opportunities along with developing organizational, communication, and sales skills within the wealth management industry. Long-term / life-long business relationship opportunity.

An opportunity to have a meaningful impact on families lives through proven strategies that work in taking care of the high-net worth and affluent demographic of Canadians.

**Job Types**: Full-time, Permanent

Pay: $40,000.00-$100,000.00 per year

Additional pay:

- Bonus pay
- Commission pay

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- Work from home

Schedule:

- Monday to Friday
- Weekends as needed

Work Location: Remote

  • Safety Advisor

    5 days ago

    Lower Mainland, Canada AgSafe Full time

    **About AgSafe**: AgSafe Agriculture Association is the Health and Safety Association and Certifying Partner for Agriculture in all regions of British Columbia. AgSafe has Safety Consultants and Advisors in all regions of the province providing on-site health and safety support to our membership. **About the Role**: We are seeking a dynamic, dedicated...

  • Export Advisor

    7 days ago

    Lower Mainland, Canada Small Business BC Full time

    **Introduction** The Export Navigator Program offers businesses across BC access to export specialists who can provide a personalized, step-by-step approach to exporting and help connect businesses to the market information, export programs, financial services, and business development experts it needs to grow. **Position Overview** **Key...

  • Associate Director

    1 week ago

    Lower Mainland, Canada Sprott Shaw College Full time

    _Are you motivated by using your talents to support others? Come work for one of BC’s top regulated colleges!_ - Established in 1903, Sprott Shaw College is a regulated post-secondary institution with 16 government-designated campuses across British Columbia. We take great pride in educating and preparing our students for rewarding and relevant careers in...

  • Contract Sales Associate

    5 days ago

    Lower Mainland, Canada COUNTRY LUMBER Full time

    _**Great opportunity to establish yourself with a growing company!**_ **Position Overview**: The Contract Sales Associate is responsible for all sales functions in a professional manner with our contractor customers by providing prompt and efficient service to achieve maximum sales and customer satisfaction. Strong professional communication and...

  • Regional Manager

    1 week ago

    Lower Mainland, Canada Care Point Medical & Wellness Full time

    Role Summary: Regional Manager The Regional Manager is accountable for standardized operations, service quality, setting and monitoring standards, and ensuring primary care delivery is aligned to the mandate and vision of Care Point for up to 20 locations. This position is responsible for executing an array of standard processes and strategic projects to...

  • Branch Office Administrator

    2 weeks ago

    Lower Sackville, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...

  • Retail Sales Associate

    2 weeks ago

    Lower Sackville, Canada M&M Food Market Full time

    **POSITION: MEAL ADVISOR**M&M Food Market. Helping you make real food for real life.** M&M Food Market is a food retailer unlike any other; we don’t just sell products; we offer meal solutions and a unique shopping experience that helps to make customer’s everyday lives a little easier. We’ve been helping customers make delicious meals and entertain...

  • Retail Sales Associate

    21 hours ago

    Lower Sackville, Canada M&M Food Market Full time

    **POSITION: MEAL ADVISOR**M&M Food Market. Helping you make real food for real life.** M&M Food Market is a food retailer unlike any other; we don’t just sell products; we offer meal solutions and a unique shopping experience that helps to make customer’s everyday lives a little easier. We’ve been helping customers make delicious meals and entertain...

  • Restaurant General Manager

    2 weeks ago

    Throughout Lower Mainland, Canada Red Robin Canada Full time $70,000 - $80,000 per year

    GENERAL MANAGERS in TrainingThroughout Lower Mainland, B.C. – Red Robin Lead, Inspire, and Elevate a Legendary Brand We're looking for dynamic, high-energy General Managers who are able to develop within a 6-12 month time frame to take on exciting leadership opportunities at Red Robin. As we expand across Canada, we're assembling a powerhouse team of...

  • Customer Experience Associate

    1 week ago

    Lower Sackville, Nova Scotia, Canada Scotiabank Global Site Full time $40,000 - $80,000 per year

    Requisition ID: 242804Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our...