Associate Financial Advisor

Job summary

Manage client portfolios and wealth plans, conduct financial planning and financial analysis, and communicate strategies to clients. Collaborate with the team on investment and planning strategies while providing long-term client service and marketing and prospecting for new clients.

Job details

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 (You will need both regardless, to begin working) · 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.

What you’ll do

Manage client portfolios and wealth plans, conduct financial planning and financial analysis, and communicate strategies to clients. Collaborate with the team on investment and planning strategies while providing long-term client service and marketing and prospecting for new clients.

Requirements

A high school education and a university or college degree are specified, with a bachelor's degree in a relevant field preferred. Mutual funds and LLQP insurance certifications are needed to begin work; QAFP or CFP credentials are beneficial but not required, and candidates should have strong communication, customer service, analytical, and relationship-management abilities.

Benefits

• Flexible Work From Home
• Career Advancement Opportunities
• Competitive Compensation
• Long-Term Career Opportunity

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• Attention to detail · Preferred
• Sales · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Financial analysis · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Portfolio Management
• Wealth Management
• Financial Analysis
• Client Relationship Management
• Investment Strategy
• Prospecting
• Sales
• Marketing
• Communication
• Customer Service
• Attention To Detail
• Teamwork
• Independent Work

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support