Find work in Canada.

488,425 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added just now
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Associate, Wealth Advisor - Stenner Wealth Partners+
Added 16 mins ago
ScotiaMcLeod Senior Associate - Laval, Qc
Scotiabank
Laval, QC
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 45 mins ago
MW
Junior Investment Advisor
Manulife Wealth
Calgary, AB
- Full-time
We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across…
Added 1 hour ago
R
Private Banking Advisor
RBC
Ottawa, ON
- Full-time
Please Note: This is an opportunity for candidate to express their interest in current and future Private Banking Advisor positions across the Ontario North East region.
Added 1 hour ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Develop advisor skills and capabilities through coaching in areas such as: prospecting, developing their holistic business practice, assessing opportunities for cross-selling, the sales…
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 4 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 9 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 10 hours ago
D
Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…
Added 19 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 22 hours ago
T
Developing Investment Advisor - Edmonton & Calgary
TD
Calgary, AB
- Full-time
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.
Added 1 day ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 day ago
AW
Quality Assurance Specialist
Agilus Work Solutions
Toronto, ON
- $90 to $100 CAD / hour
- Contract
Experience with Advisor Compensation, Commission Processing, or Compensation Management systems
Added 1 day ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Manulife Wealth | Diligence Wealth Management
Added 2 days ago
RM
Sales Associate | Upper Canada Mall (October - January)
Rocky Mountain Soap Company
Newmarket, ON
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 2 days ago
M
GWS Internal Wholesaler - Retail
Manulife
Toronto, ON · Waterloo, ON · Vancouver, BC
- Full-time
As the Internal Wholesaler, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists,…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 days ago
HI
Personal Insurance Advisor
HUB International
Hinton, AB · Jasper, AB · Edson, AB
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 2 days ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Developing as a trusted advisor within Financial Services, with a focus on Wealth and Asset Management and related sectors.
Added 2 days ago
Senior Financial Advisor - Glendale, St. Catharines, Ontario
Scotiabank
St. Catharines, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 2 days ago
M
Senior Branch Manager
Manulife
Toronto, ON
- Full-time
The Senior Branch Manager is a supervision management position within Manulife Wealth. The Senior Branch Manager is responsible for providing Daily Tier 1 supervision of advisors registered…
Added 2 days ago
MW
Career in Wealth Management
Manulife Wealth
Canada
- Full-time
It is to develop you into an advisor capable of building a significant practice and a long-term career in wealth management.
Added 2 days ago
A
Senior Wealth Advisor
ATB
Innisfail, AB · Red Deer, AB · Rocky Mountain House, AB
- Full-time
…award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect of your clients’…

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

Report this job