Job Type: Full-time, in-office employee (just outside Olympic Village, Vancouver)
The Opportunity: Lead and grow Ocean 6's investment practice
WHO WE ARE
Ocean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.
Our firm is guided by our brand foundation:
- Our Why: The value we provide makes a profound difference in people's lives, and helps our clients reach their goals.
- Vision: Our bold new ideas will change the world of finance.
To join our close-knit, entrepreneurial team, attitude is everything. Tasks can be taught, but being positive, driven, and eager to dive into new experiences cannot.
THE OPPORTUNITY
Ocean 6 serves successful business owners and high income earners through financial planning, insurance, and investments. Our investment clients are some of our most valued relationships, and we are looking for someone to lead that part of our business.
As our Wealth Management Advisor, you will own the relationships with our high-value investment clients, deliver an experience that keeps them with us for decades, and grow the practice from there.
This role is not about picking stocks. It is about people and growth. The right person loves helping clients feel confident about their money, spots opportunities to do more for them, and connects them with the right Ocean 6 solution, whether that is planning, insurance, or investments.
YOU ARE THE RIGHT FIT IF
- You want to grow significantly with a company, starting as a team of one and building it into a department
- You would rather deepen client relationships than chase the next hot stock, and you see opportunity everywhere.
- You own outcomes and are comfortable in front of a room, whether that is a client, a business owner, or a fund company.
HOW IT WORKS
Ocean 6 provides: a book of high-value investment clients to serve and grow, referrals from our planning and insurance teams, dealer infrastructure, compliance supervision, an approved product platform, and operational support.
You bring: strong client relationships, disciplined follow-up, compliant advice, and a drive to grow. You will work closely with our planning and insurance advisors so every client hears one clear Ocean 6 message and every hand-off is seamless.
RESPONSIBILITIES
- Own the relationship with our investment clients, from onboarding through ongoing reviews and day-to-day service
- Lead client meetings and provide investment advice and recommendations aligned with each client's goals
- Enhance the wealth management service offering
- Grow the investment book through retention, new assets, and referrals
- Lead Ocean 6's investment positioning with clients and prospects
- Build and manage relationships with our key fund company partners
- Identify opportunities for planning and insurance, and bring in the right team member
- Monitor portfolios and adjust as markets and clients' lives change
- Communicate any portfolio or fund updates to all Advisors across Ocean 6
- Keep client records, KYC documentation, and CRM notes accurate and current
- Comply with provincial legislation, CIRO rules, and Ocean 6 compliance policies
QUALIFICATIONS
- Canadian Securities Course (CSC)
- 3+ years of client-facing experience in wealth management
- Relevant investment management experience
- CIM or CFA are a bonus
COMPENSATION
Base salary range of $65,000 to $85,000, plus potential profit-sharing bonus tied to growing the investment book, client retention, and referrals across Ocean 6.
If this job is a fit for you: email your application to [email protected] with the subject line A New World of Wealth: Wealth Management Advisor. In the body, tell us in three sentences why you think you are a great fit for this role.
Following these instructions is the first thing we're looking for.
