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Harbourfront Wealth Management

Investment Advisor CFP

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Apr 4, 2027
Posting language: English
Posted: Oct 6, 2026

Original job description

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.

Apply About employer

More about this job

Responsibilities

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.

Skills

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

Benefits

Competitive Compensation
Team-First Culture
Career Growth Opportunities

Visa sponsorship

Not detected in the job text

Hiring contact email

fluquez@harbourfrontwealth.com

Keywords

Investment Advisor
Financial Planner
Wealth Management
Client Relationships
Book of Business
CIRO Registration
Investment Representative
CFP
Securities
Alternative Investments
Advanced Wealth Planning
Client-Facing Administration
Client Inquiries
Problem Solving
Monthly Reports
Quarterly Reports
Annual Reports
Client Correspondence
Security Transactions
Account Transfers
Business Development
Lead Follow-Up
Microsoft Office
CRM Tools
Canadian Securities
U.S. Securities

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