Manage a portfolio of affluent client families by developing comprehensive personal and business financial plans. Collaborate with senior advisors and external professionals to implement investment recommendations and ensure regulatory compliance.

Requirements

Requires 5+ years of experience in financial planning, a CFP designation, and current CIRO securities licensing. Candidates must possess a valid driver's license and the ability to work in-person at the Surrey and Abbotsford offices.

Experience

5 to 10 years

Education

professional certificate

Working hours

40 hours per week

Work arrangement

On-site

Skills

Financial Planning
Investment Management
Risk Management
Wealth Strategies
Portfolio Construction
Regulatory Compliance
Financial Planning Software

Benefits

Medical
Dental
Long-term disability benefits

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
CIRO
CFP
Investment Management
Risk Management
Portfolio Construction
Securities Licensing
Financial Planning Software
Wealth Management Technology
Insurance Licence

Original job description

Archived listing. The details below describe a past opening.

Financial Planner – Wealth Management
Location: Surrey & Abbotsford, BC
Work Type: Full-time, In-person
Schedule: Monday–Friday, 9:00 AM–5:00 PM

About the Opportunity

Our client is a boutique wealth management practice with over 30 years of experience serving affluent individuals, families, and business owners.
They are looking for an experienced Financial Planner who enjoys building long-term client relationships and providing comprehensive financial advice beyond traditional sales and product-focused environments.
You’ll work closely with senior advisors and a collaborative team to provide personalized financial planning, investment management, risk management, and wealth strategies.

Key Responsibilities

Manage and advise a portfolio of client families.
Develop comprehensive personal and business financial plans.
Assess clients’ goals, investment objectives, risk tolerance, and financial needs.
Develop and implement investment and portfolio recommendations.
Maintain ongoing client relationships, account oversight, and follow-ups.
Collaborate with senior advisors, accountants, lawyers, and other professionals.
Ensure accurate client records, reporting, and regulatory compliance.
Participate in client events, workshops, and professional development activities.

Requirements

5+ years of experience in financial planning or a client-facing financial advisory role.
Current CIRO securities licensing.
CFP® designation.
Strong knowledge of investments, portfolio construction, and comprehensive financial planning.
Experience with financial planning software and wealth management technology.
Excellent communication and relationship-building skills.
Strong attention to detail, organization, and judgment.
Valid driver's licence and access to a personal vehicle.
Ability to work in-office between Surrey and Abbotsford locations.

Nice to Have: Insurance licence and experience with insurance/risk-management solutions.

Why Consider This Opportunity?

Relationship-focused advisory environment.
Less emphasis on sales quotas and product targets.
Opportunity to work with affluent individuals, families, and business owners.
Mentorship and professional development.
Collaborative and experienced advisory team.
Medical, dental, and long-term disability benefits.
Business-casual work environment

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