Investment Advisor

6 days ago

Vancouver, British Columbia, Canada Harbourfront Wealth Management Full time $60,000 - $80,000 per year

If you're an ambitious advisor ready to grow fast and think big, we want you on our team.

Oakwater Wealth Counsel
, a well-established and fast-growing advisory practice, is seeking a dynamic and driven Investment/Associate Advisor to join our team. The ideal candidate brings
at least three years of experience
in financial services, along with a keen eye for detail, a collaborative mindset, and exceptional interpersonal skills. This is an exciting opportunity for someone looking to take their career to the next level within a forward-thinking firm that values innovation and operates beyond the traditional industry model.

About Oakwater Wealth Counsel

Oakwater Wealth Counsel
is an award-winning private wealth management practice that works closely with families to deliver expert guidance in areas such as tax strategy, portfolio construction, cash flow management, retirement, estate planning, and philanthropy. What sets our team apart is a commitment to challenging the status quo and thinking beyond traditional industry models to make a meaningful impact in the lives of our clients.

As a proud partner of
Harbourfront Wealth Management
, a dynamic, employee-owned CIRO-registered firm, we benefit from the strength and flexibility of a leading platform that supports independent, client-focused advice. This partnership allows us to offer truly customized financial services and holistic wealth management solutions tailored for high-net-worth individuals.

At our core, we believe that
great people build great companies
, and that philosophy drives everything we do.

You will:

  • Collaborate closely with key principals of the practice to support and strengthen client relationships by liaising with clients, responding to inquiries, and proactively solving problems.
  • Prepare monthly, quarterly, and annual reports, draft client correspondence, and take ownership of assigned projects.
  • Process and follow up on security transactions, transfers, and related documentation.
  • Manage incoming and outgoing client calls, ensuring timely and accurate responses to information requests
  • Contribute to the creation of holistic wealth management plans in partnership with the advisory team.
  • Perform additional duties and support tasks as assigned.

The ideal candidate for this position has:

  • Minimum of 3-years investment industry experience.
  • Desire to work in a team environment and demonstrate a professional and friendly manner.
  • Must have above average skills on NaviPlan or other financial planning software.
  • IR/RR Licensed or successful completion of the Canadian Securities Course and the Conduct and Practices Handbook is an asset.
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook
  • Excellent verbal and written communication skills.
  • Ability to learn quickly and identify opportunities to add value.
  • Motivation for growth on the team.
  • Strong organizational skills.
  • Meticulous attention to detail.
  • Ability to prioritize, multitask, work within time constraints and follow-up.

Salary Range:
$60,000- $80,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Actual title offered will be commensurate with experience, licensing and registration categories.

  • Investment Advisor Assistant

    1 week ago

    Vancouver, British Columbia, Canada CIBC Full time $58,500 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Investment Advisor

    5 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time US$100,000 - US$120,000 per year

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...

  • Investment Advisor

    1 day ago

    Vancouver, British Columbia, Canada RBC Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...

  • Investment Advisor

    15 hours ago

    Vancouver, British Columbia, Canada RBC Full time $80,000 - $180,000 per year

    Job Description Grow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...

  • Investment Advisor Assistant

    1 week ago

    Vancouver, British Columbia, Canada CIBC Full time $50,840 - $67,850

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Advisor, Investment and Financing

    1 day ago

    Vancouver, British Columbia, Canada Desjardins Full time

    li {margin-bottom: -6px; }The work mode arrangement for the position is full-time on site.Several opportunities are currently available in the beautiful greater Capitale-Nationale region.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the...

  • Vice President, Co-Investment Advisory

    21 hours ago

    Vancouver, British Columbia, Canada Agentis Capital Advisors Full time $8 - $12 per year

    Our FirmAgentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American...

  • investment banking analyst

    24 hours ago

    Vancouver, British Columbia, Canada Agentis Capital Full time $960,000 - $1,440,000 per year

    LocationVancouver, TorontoEmployment TypeFull timeLocation TypeOn-siteDepartmentInfrastructure AdvisoryCompensationCA$120K • Offers BonusOur FirmAgentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent...

  • Associate Wealth Advisor

    1 day ago

    Vancouver, British Columbia, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full time

    Connor, Clark & Lunn Private Capital Ltd.Vancouver, BCBecoming an Associate 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.As an...

  • Account Manager, Charitable Investment Programs

    21 hours ago

    Vancouver, British Columbia, Canada Charitable Impact Full time

    About Charitable ImpactCharitable Impact started as a bold idea and evolved quickly into an unwavering belief: everyone should have access to resources that help them build the brighter future they imagine. We provide a donor-centric giving platform, supported by a donor advised fund, that helps people amplify their generosity to create the change they want...