Financial Planner_High Net Worth Market

Sharma Wealth Management; British Columbia; On-site; CAD 60,000 - 100,000; Full time

Job summary

An innovative boutique financial advisory firm is seeking a seasoned financial advisor to build their independent practice. This entrepreneurial opportunity focuses on comprehensive financial planning, including retirement, tax, and estate planning for high-net-worth clients. You'll be empowered to develop strong client relationships through personalized service while benefiting from leads provided by the firm. Enjoy a collaborative work environment with ongoing professional development, advanced technology, and a commitment to excellence. If you're ready to excel in a rewarding financial career, this is the chance you've been waiting for.

Benefits

Comprehensive health insurance

60 days of on-the-job training

Ongoing professional development opportunities

Access to advanced technology and tools

Collaborative work environment

Leads provided by the company

Qualifications

• 10+ years of experience as a Financial Advisor with proven results.
• Strong knowledge of investment products and financial regulations.

Responsibilities

• Build and manage your independent practice as a self-employed advisor.
• Provide comprehensive financial planning for high-net-worth clients.

Skills

Financial Planning

Wealth Management

Investment Planning

Life Insurance

Risk Management

Analytical Skills

Communication Skills

Digital Literacy

Social Media Proficiency

Education

Bachelor’s degree in Finance

Relevant Certifications (LLQP, CFP)

Tools

Microsoft Office

Job description

3 days ago Be among the first 25 applicants

If you are a seasoned financial advisor with several years of industry experience and believe in comprehensive financial planning, you might be interested in this opportunity. At your career stage, you are looking to OWN your own practice, helping Canadians achieve their Tax, Estate & Retirement planning needs. This position is a commission-based opportunity, including 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, focused on Tax, Estate & Retirement Planning.

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

About Us

At Vision Financial Group (Sharma Wealth Management), in partnership with Manulife Wealth, our culture is rooted in opportunity and reward. We are committed to supporting our clients, staff, partners, and community, fostering an environment based on teamwork, service, integrity, and success. Our goal is to promote financial education worldwide.

We are a forward-thinking, innovative boutique financial advisory firm redefining the industry through technology, comprehensive resources, and a commitment to excellence.

As an Advisor-Partner, you will join a team of top professionals who will empower you to excel and be rewarded for your performance.

What is this opportunity?

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

Requirements:

• At least 10 years of experience as a Financial Advisor, with proven results in Life Insurance, Wealth Management, Investment Planning, and Financial Planning.
• Bachelor’s degree in finance, Economics, or a related field.
• Relevant certifications such as LLQP (required) and CFP (preferred).
• Successful track record with high-net-worth clients.
• Strong knowledge of investment products, markets, and regulations.
• Expertise in financial planning, retirement, tax strategies, and risk management.
• Analytical skills to interpret complex financial data and provide insights.
• Excellent communication and presentation skills.
• Digital literacy across devices (smartphones, tablets, laptops).
• Familiarity with Microsoft Office (Word, Excel).
• Social media proficiency.

Perks and Benefits

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

Employment Type

Full-time

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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