Associate Financial Advisor

1 week ago

Vancouver, British Columbia, Canada NW Strategic Private Wealth Management Group Full time

The NW Strategic Private Wealth Management 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.

This role is for a driven candidate who is competent in sales and has a good foundation of business opportunities, prospecting, and/or a warm market to prospect to.

Role Description

The Financial Planning Associate advisor role is a full-time hybrid role located in Vancouver, BC with flexibility for some remote work. In this role, you will be responsible for managing client portfolios and wealth plans, conducting financial planning, analyzing financial data, and communicating strategies with clients along with marketing and prospecting for new clientele.

You will also work with the team to develop and implement investment and financial planning strategies and provide an excellent customer service and experience for clients for the long-term.

What we need from you:

Education

· High School Graduate + University or College degree

· It would be preferred to have your mutual funds and LLQP Insurance certification completed already

· It would be beneficial to have your QAFP or CFP designation (Not required)

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.

  • Associate Financial Advisor

    1 week ago

    Vancouver, British Columbia, Canada Luft Financial | iA Private Wealth Full time

    Company DescriptionLuft Financial, part of iA Private Wealth Inc., is a trusted team of Portfolio Managers and Investment Advisors committed to helping individuals and families achieve financial peace of mind. By gaining a deep understanding of clients' goals, the team creates and manages portfolios with care, offering an active and strategic approach to...

  • Financial Advisor

    1 week ago

    Vancouver, British Columbia, Canada NW Strategic Private Wealth Management Group Full time

    Company Description--The NW Strategic Private Wealth Management 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...

  • Sales Associate

    7 days ago

    Vancouver, British Columbia, Canada iA Financial Group Full time

    Job DescriptionSales Associate – Insurance (Contract 8 months) Build the Future with UsAre you passionate about the insurance industry and eager to contribute to a company whose mission is to ensure clients feel confident and secure about their future? As a Sales Associate – Insurance, you will play a key role in promoting iA's insurance products to...

  • Financial Advisor Assistant

    1 day ago

    Vancouver, British Columbia, Canada Raymond James Ltd. Full time

    At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Financial Advisor AssistantAre you looking to grow your career in the...

  • Sales Associate

    5 days ago

    Vancouver, British Columbia, Canada iA Financial Group (Industrial Alliance) Full time

    DescriptionSales Associate – Insurance (Contract 8 months)Build the Future with UsAre you passionate about the insurance industry and eager to contribute to a company whose mission is to ensure clients feel confident and secure about their future? As aSales Associate – Insurance, you will play a key role in promoting iA's insurance products to...

  • Associate Academic Advisor

    1 week ago

    Vancouver, British Columbia, Canada University of British Columbia Full time $5,365 - $7,709

    Staff - Non UnionJob CategoryM&P - AAPSJob ProfileAAPS Salaried - Student Management, Level AJob TitleAssociate Academic AdvisorDepartmentProgram Support 4 | Arts Academic AdvisingCompensation Range$5, $7,709.92 CAD MonthlyThe Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately...

  • Associate Academic Advisor

    1 week ago

    Vancouver, British Columbia, Canada University of British Columbia Full time

    Staff - Non UnionJob CategoryM&P - AAPSJob ProfileAAPS Salaried - Student Management, Level AJob TitleAssociate Academic AdvisorDepartmentProgram Support 4 | Arts Academic AdvisingCompensation Range$5, $7,709.92 CAD MonthlyThe Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately...

  • Financial Advisor

    2 days ago

    Vancouver, British Columbia, Canada RBC Full time

    Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Financial Advisor

    1 week ago

    Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full time

    RGF Integrated Wealth Management (RGF), a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for aFinancial Advisorto independently manage a block of clients under an existing Financial Advisory Team. This is an excellent position for someone looking to cultivate strong long-term customer relationships...

  • Wealth Advisor

    1 week ago

    Vancouver, British Columbia, Canada Connor, Clark & Lunn Financial Group Full time

    Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Vancouver, BCBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our...