Investment Advisor CFP

Job summary

Support and strengthen client relationships by responding to inquiries, resolving problems, preparing reports and correspondence, and processing securities transactions and transfers. Manage an assigned book of business, follow up on leads, close new business, and take ownership of projects.

Job details

We’re Hiring: Investment Advisor | Vancouver, BC Sonora Wealth is part of Harbourfront Wealth (a fast-growing firm with $22B+ in assets), we are looking for a highly organized and client-focused Investment Advisor / Financial Planner to join our Vancouver team. Career opportunity: If you're an ambitious advisor ready to grow fast and think big, we want you on our team. Sonora Wealth, a well-established and growing advisory practice, is seeking a driven Investment Advisor to join the team. The ideal candidate has some experience managing client relationships or a book of business, and is looking for support to continue growing. Advisors are empowered to operate independently while benefiting from Harbourfront’s open-architecture platform, including access to Canadian and U.S. securities and alternative investments. As the practice continues to expand, there are opportunities for increased responsibility, specialization in advanced wealth planning, and involvement in broader firm initiatives. The successful candidate will be self-motivated with a strong desire to grow into future opportunities. You will be responsible for: Collaborating closely with key principals of the practice to support and strengthen client relationships by liaising with clients, responding to inquiries, and proactively solving problems. Preparing monthly, quarterly, and annual reports, draft client correspondence, and take ownership of assigned projects. Processing and following up on security transactions, transfers, and related documentation. Managing a book of business with oversight and support from other advisors. Following up on leads and closing new business. What you bring: • 2+ years in the investment industry and client-facing administration. • CIRO registration (Investment Representative) preferred. • Strong organizational, communication, and multitasking skills. • Proficiency in Microsoft Office and CRM tools. CFP desination nice to have What we offer: • Competitive compensation aligned with market standards and experience. • Dynamic, team-first culture. • Opportunity to grow within a leading wealth management firm. We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. To apply send an email to fluquez@harbourfrontwealth.com please include both a cover letter and resume in support of your application.

What you’ll do

Support and strengthen client relationships by responding to inquiries, resolving problems, preparing reports and correspondence, and processing securities transactions and transfers. Manage an assigned book of business, follow up on leads, close new business, and take ownership of projects.

Requirements

Candidates should have at least two years of investment-industry and client-facing administrative experience, with CIRO Investment Representative registration preferred. Strong organizational, communication, and multitasking skills, proficiency with Microsoft Office and CRM tools, and a desire to grow are sought; CFP designation is an asset.

Benefits

• Competitive Compensation
• Team-First Culture
• Career Growth Opportunities

Listed skills

• Client Relationship Management · Preferred
• Financial planning · Preferred
• Problem solving · Preferred
• report preparation · Preferred
• Business development · Preferred
• Organization · Preferred
• Multitasking · Preferred
• Microsoft Office · Preferred
• CRM Tools · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Investment Advisory
• Financial Planning
• Book of Business Management
• Client Communication
• Problem Solving
• Report Preparation
• Client Correspondence
• Securities Transactions
• Account Transfers
• Business Development
• Lead Follow-Up
• Organization
• Multitasking
• Microsoft Office
• CRM Tools

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support

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