Financial Planner-High Net Worth Market

Sharma Wealth Management; British Columbia; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a leading financial advisory firm as a Financial Advisor-Partner, focusing on Tax, Estate, and Retirement planning for high-net-worth clients. This commission-based opportunity allows you to build your independent practice with comprehensive support and resources. Ideal for seasoned professionals with a strong background in financial planning and client relationship management. Enjoy a collaborative environment that fosters growth and innovation.

Benefits

Opportunity to grow your practice

Leads provided by the company

Comprehensive benefits, including health insurance

60 days of on-the-job training

Ongoing professional development opportunities

Collaborative, inclusive work environment

Access to advanced technology and tools

Qualifications

• Ten years of experience as a Financial Advisor.
• Relevant certifications such as LLQP and CFP.

Responsibilities

• Build your independent practice as a self-employed advisor.
• Provide comprehensive financial planning for high-net-worth clients.
• Participate in business development efforts.

Skills

Communication

Analytical

Digital Literacy

Education

Bachelor’s degree in finance

Bachelor’s degree in Economics

Tools

Microsoft Office

Job description

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Direct message the job poster from Sharma Wealth Management.

If you are a seasoned financial advisor with several years of industry experience, believe in comprehensive financial planning, and are at a career stage where you want to own your own practice helping Canadians with Tax, Estate, and Retirement planning, then this opportunity may be for you.

This is a commission-based position, with commissions on both new business and renewals.

Then you may be the right partner for Vision Financial Group (operating as Sharma Wealth Management)/Manulife Wealth.

There is an extraordinary entrepreneurial opportunity in the high-net-worth market, focusing on Tax, Estate, and Retirement Planning.

As an entrepreneur, you are a team player who adheres to industry ethics and standards. Your clients' needs are your priority.

About Us

At Vision Financial Group (operating as Sharma Wealth Management), in partnership with Manulife Wealth, our culture is rooted in opportunity and reward. We are deeply committed not only to our clients but also to our staff, partners, and community. We foster an environment based on teamwork, service, integrity, and success, and aim to make the world more financially educated.

We are a cutting-edge, forward-thinking boutique financial advisory firm that is redefining the industry with innovative technology, comprehensive resources, and unwavering commitment.

As an Advisor-Partner, you will join a team of top professionals who will empower you to unleash your expertise and succeed in an environment that rewards excellence.

What is this opportunity?

1. Build your independent practice as a self-employed advisor.
2. Provide comprehensive financial planning focusing on Retirement, Tax & Estate planning, Portfolio Management, and Risk Management for high-net-worth clients.
3. Develop and maintain strong client relationships through personalized attention, regular communication, and proactive engagement.
4. Participate in business development efforts, including webinars, social media marketing, networking, referrals, and strategic partnerships.

Requirements:

1. Ten years of experience as a Financial Advisor, with proven results in Life Insurance, Wealth Management, Investment Planning, and Financial Planning.
2. Bachelor’s degree in finance, Economics, or related field.
3. Relevant certifications such as LLQP (required) and CFP (preferred).
4. Proven success in building and maintaining relationships with high-net-worth clients.
5. Strong knowledge of investment products, markets, and regulations.
6. Expertise in financial planning, retirement, tax strategies, and risk management.
7. Excellent analytical, communication, and presentation skills.
8. Digital literacy across devices (smartphones, tablets, laptops).
9. Familiarity with Microsoft Office and social media platforms.

Perks and Benefits:

• Opportunity to grow your practice.
• Leads provided by the company to support your efforts.
• Comprehensive benefits, including health insurance.
• 60 days of on-the-job training on products, planning, operations, compliance, and marketing.
• Ongoing professional development opportunities.
• Collaborative, inclusive work environment fostering innovation and growth.
• Access to advanced technology and tools to enhance workflow and client service.

Employment Type: Full-time

Seniority Level:

• Mid-Senior level

Job Function:

• Finance and Sales

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Locations include Surrey, Vernon, Salmon Arm, Comox, Kelowna, and Prince George in British Columbia, Canada.