Investment Advisor

Job summary

Build and maintain client relationships while growing a book of business as an Investment Advisor. Provide client-focused investment advisory and financial planning services using the firm's investment solutions and planning resources.

Job details

Were Hiring: Investment Advisor / CFP / Vancouver, BC Sonora Wealth, part of Harbourfront Wealth Management ($22B+ in assets), is looking for a driven and client-focused CFP / Investment Advisor to join our growing Vancouver team. If you're an ambitious advisor with experience building client relationships and growing a book of business, this is an opportunity to accelerate your career with the support of a leading independent wealth management firm. What youll bring: ✔️ 2+ years in the investment industry ✔️ CIRO registration (Investment Representative) preferred ✔️ Strong client service, communication, and organizational skills ✔️ Experience with Microsoft Office and CRM platforms What we offer: ✨ Competitive compensation ✨ A collaborative, team-first culture ✨ Opportunities for growth and advancement ✨ Access to a broad range of investment solutions and planning resources 📩 Interested? Send your resume and cover letter to fluquez@harbourfrontwealth.com #Hiring #InvestmentAdvisor #WealthManagement #FinanceJobs #VancouverJobs #FinancialServices #CareerOpportunity #NowHiring #HarbourfrontWealth #SonoraWealthd environment.

What you’ll do

Build and maintain client relationships while growing a book of business as an Investment Advisor. Provide client-focused investment advisory and financial planning services using the firm's investment solutions and planning resources.

Requirements

Candidates should have at least two years of experience in the investment industry; CIRO registration as an Investment Representative is preferred. Strong client service, communication, and organizational skills, along with experience using Microsoft Office and CRM platforms, are sought.

Benefits

• Competitive Compensation
• Collaborative Team-First Culture
• Growth and Advancement Opportunities
• Investment Solutions and Planning Resources

Listed skills

• Customer service · Preferred
• Organization · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Microsoft Office · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Building
• Business Development
• Client Service
• Communication
• Organization
• Microsoft Office
• CRM Platforms
• Investment Advisory
• Financial Planning

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support

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