Investment Advisor
- Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
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.
More about this job
Responsibilities
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.
Skills
- Client Relationship Building
- Business Development
- Client Service
- Communication
- Organization
- Microsoft Office
- CRM Platforms
- Investment Advisory
- Financial Planning
Benefits
- Competitive Compensation
- Collaborative Team-First Culture
- Growth and Advancement Opportunities
- Investment Solutions and Planning Resources
Visa sponsorship
Not detected in the job text
Hiring contact email
fluquez@harbourfrontwealth.com
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Investment Advisor
- Certified Financial Planner
- CFP
- Wealth Management
- Investment Industry
- CIRO Registration
- Investment Representative
- Client Relationships
- Book of Business
- Client Service
- Communication
- Organization
- Microsoft Office
- CRM Platforms
- Investment Solutions
- Financial Planning