Associate Financial Advisor

NW Strategic Private Wealth Council Group; Vancouver; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading company in Vancouver is seeking a President for their Financial Planning Associate role. This full-time hybrid position involves managing client portfolios, conducting financial planning, and developing strategies to ensure excellent customer service. Ideal candidates have strong communication skills and experience in finance. Opportunities for career growth and competitive compensation are offered.

Benefits

Career advancement opportunities

Competitive compensation

Positive work environment

Qualifications

• Experience in Finance, Investments, and Wealth Management preferred.
• Relevant certifications such as QFA, CFP preferred.

Responsibilities

• Managing client portfolios and wealth plans.
• Conducting financial planning and analyzing financial data.
• Communicating strategies to clients and marketing to attract new clients.

Skills

Financial Planning

Analytical Skills

Communication

Customer Service

Education

High School Graduate + University or College degree

Bachelor's degree in Finance, Business, Economics

Job description

Direct message the job poster from NW Strategic Private Wealth Council Group

President of NW Strategic Private Wealth Council Group - We Help Multi-Millionaires To Become Financially More Successful

The NW Strategic Private Wealth Council Group helps multi-millionaires and ultra high net worth families become financially more successful for the long-term with the highest possible standards of private client service.

We value long-term relationships with our clients for all of their financial planning and private wealth management needs, offering bespoke client service for each family and business. Located in Vancouver, BC, we provide flexibility for a work-from-home role.

This role is suited for a driven candidate who is competent in sales and has a solid foundation of business opportunities, prospecting skills, and/or a warm market to target.

Role Description

The Financial Planning Associate advisor role is a full-time hybrid position based in Vancouver, BC, with flexibility for remote work. Responsibilities include managing client portfolios and wealth plans, conducting financial planning, analyzing financial data, communicating strategies to clients, and marketing to attract new clients.

You will collaborate with the team to develop and implement investment and financial planning strategies, ensuring excellent long-term customer service and experience.

What we need from you:

Education

• High School Graduate + University or College degree
• Preferred: Mutual funds and LLQP Insurance certifications completed
• Beneficial: QAFP or CFP designation (not required)

Qualifications

• Financial Planning and Analytical Skills (preferred)
• Strong Communication and Customer Service Skills
• Experience in Finance, Investments, and Wealth Management (preferred)
• Bachelor's degree in Finance, Business, Economics, or related field (preferred)
• Relevant certifications such as QFA, CFP (preferred)
• Experience managing client relationships and portfolios (preferred)
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Strong attention to detail

What you will get from us:

• A positive, exciting environment with opportunities for long-term, full-time career growth
• Opportunity to develop your own business enterprise within the company
• Competitive compensation with potential for future growth and responsibilities
• Be part of a successful, expanding enterprise with like-minded professionals
• Career advancement and skill development in organizational, communication, and sales areas within wealth management

This role offers a meaningful opportunity to impact families’ lives through proven strategies tailored to high-net-worth and affluent Canadians.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

Referrals can double your chances of securing an interview with NW Strategic Private Wealth Council Group. Notifications are available for new Associate Financial Advisor roles in Vancouver, BC.