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 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.

Role Description

We are looking to add a wealth management & financial planning advisor to the team (with an existing book of clients and business or someone who has a large network of prospective clientele).

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.

This role requires very good communication & sales ability along with having a high work-ethic as an intrapreneur.

Your ability to attract and attain high-net worth clientele is critical for this role.

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

  • An Existing book of Clientele or significant warm circle of prospective clients
  • 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 salary 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

    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...

  • Financial Advisor

    1 day ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...

  • 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...

  • Financial Paraplanner

    1 week ago

    Vancouver, British Columbia, Canada Financial Literacy Counsel Full time

    Who you areAs a Financial Planner on our team, you will appreciate a guaranteed salary with job security. As value to the firm increases, additional monetary opportunities will be available. You come to us with the following:Post-secondary educationLife license (an asset)CFP designation or be working towards obtaining it3 to 5 years' financial planning...

  • 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...

  • Senior Financial Advisor

    1 week ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 243272Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    5 days ago

    Vancouver, British Columbia, Canada CIBC Full time

    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...