Investment Advisor CFP

Harbourfront Wealth Management; Vancouver; On-site; CAD 85,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Job summary

Sonora Wealth, part of Harbourfront Wealth Management in Vancouver, is seeking a regulated Investment Advisor/Financial Planner to join our growing team. You will work with clients, prepare reports, handle security transactions, and contribute to business growth within our open‑architecture platform.

The ideal candidate has 2+ years in the investment industry and strong organizational and communication skills.

Qualifications

• 2+ years in the investment industry and client-facing administration.
• Proficiency in Microsoft Office and CRM tools.
• CFP designation is nice to have.

Responsibilities

• Liaise with clients and principals to strengthen relationships.
• Prepare monthly, quarterly, and annual reports and client correspondence.
• Process and follow up on security transactions and transfers.
• Manage a book of business with advisor support.
• Follow up on leads and close new business.

Skills

Investment industry experience

Client relationships

Organizational skills

Multitasking

Communication

CRM proficiency

Tools

Microsoft Office

CRM tools

Job description

Sonora Wealth is part of Harbourfront Wealth (a fast-growing firm with $22B+ in assets), we are looking for a highly organized and client-focused Investment Advisor / Financial Planner to join our Vancouver team.

Career opportunity:

If you're an ambitious advisor ready to grow fast and think big, we want you on our team. Sonora Wealth, a well-established and growing advisory practice, is seeking a driven Investment Advisor to join the team. The ideal candidate has some experience managing client relationships or a book of business, and is looking for support to continue growing. Advisors are empowered to operate independently while benefiting from Harbourfront’s open‑architecture platform, including access to Canadian and U.S. securities and alternative investments. As the practice continues to expand, there are opportunities for increased responsibility, specialization in advanced wealth planning, and involvement in broader firm initiatives. The successful candidate will be self‑motivated with a strong desire to grow into future opportunities.

You will be responsible for:

• Collaborating closely with key principals of the practice to support and strengthen client relationships by liaising with clients, responding to inquiries, and proactively solving problems.
• Preparing monthly, quarterly, and annual reports, draft client correspondence, and take ownership of assigned projects.
• Processing and following up on security transactions, transfers, and related documentation.
• Managing a book of business with oversight and support from other advisors.
• Following up on leads and closing new business.

What you bring:

• 2+ years in the investment industry and client‑facing administration.
• Strong organizational, communication, and multitasking skills.
• Proficiency in Microsoft Office and CRM tools.
• CFP desination nice to have

What we offer:

• Competitive compensation aligned with market standards and experience.
• Opportunity to grow within a leading wealth management firm.

We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported.