Lead Financial Advisor – Full Time, Onsite in Vancouver

MillerNet HR & Business Solutions Inc.; Vancouver; On-site; CAD 80,000 - 110,000; Full time

Job summary

Ocean 6, a thriving Vancouver financial planning firm, seeks an experienced Lead Financial Advisor. This full-time role emphasizes client-centric financial strategies, integrity, and trust-building. Ideal candidates will have a CFP designation and a passion for client engagement, influencing their financial journeys significantly.

Benefits

Career advancement opportunities

Collaborative work environment

Values-led company culture

Qualifications

• At least 4 years of experience in a client-facing advisory role.
• Certified Financial Planner (CFP) required.
• Experience building and managing client relationships.

Responsibilities

• Assist clients in achieving long-term financial health.
• Craft customized financial strategies based on client needs.
• Lead client conversations for meaningful engagement.

Skills

Trust-Building

Client Engagement

Strategic Planning

Integrity

Transparency

Growth Orientation

Education

Certified Financial Planner (CFP)

R.F.P. (Registered Financial Planner)

CPA with a financial planning focus

CFA (Chartered Financial Analyst)

Job description

3 days ago Be among the first 25 applicants

Ocean 6 is a dynamic and rapidly growing financial planning firm centred around a vision of empowering Canadians to live their best lives throughcomprehensive, strategic financial planning. We’re not motivated by transactions—we’re inspired bytransformations. We are currently seeking anexperienced Lead Financial Advisorto join our Vancouver-based team and play a crucial role in shaping the future of our practice.

About the Role:

We’re seeking a Certified Financial Planner (CFP) with at least4 years of experience in a client-facing advisory rolewho is enthusiastic about assisting clients in achieving long-term financial health—not just selling products. This is afull-time, in-person position located in Vancouver, with flexibility for client meetings and other business development activities.

You will be stepping into a high-impact leadership opportunity where your voice matters and your contributions directly influence client success and firm growth. This role is ideal for an advisor who thrives on trust-building, deep client engagement, and crafting customized financial strategies that put the client’s whole life at the centre.

What You Bring:

️Planning-First Mindset– You believe the best financial outcomes come from strategy, not sales

️Minimum 4 Years Advisory Experience– You’ve built and managed client relationships with confidence

️Certified Financial Planner (CFP)– You uphold the highest fiduciary and ethical standards

️Client-Centric Ethos– You naturally develop trust and long-term client loyalty

️Integrity & Transparency– You always do what’s right, not what’s easy

️Growth-Oriented Vision– You’re hungry to elevate your career and expand your impact

Why Join Ocean 6?

• Be part of avalues-led, forward-thinkingfirm shaping the future of financial planning
• Work with acollaborative and dynamic teamthat celebrates innovation and client success
• Lead meaningful client conversations that create lasting transformation
• Career advancement opportunitiesin a fast-scaling environment
• Located in beautiful Vancouver, our office fosters in-person collaboration while supporting flexibility for client and business activities

Additional Designations Considered

While CFP is required, we also value candidates with additional or complementary certifications, including:

• R.F.P. (Registered Financial Planner)
• CLU (Chartered Life Underwriter)
• CIM (Chartered Investment Manager)
• TEP (Trust and Estate Practitioner)
• CPA with a strong financial planning focus
• CFA (Chartered Financial Analyst – client advisory track)

We welcome your application if you’re ready to be a key driver in a high-integrity, people-first firm that’s making a difference.

MillerNet HR & Business Solutions and Ocean 6 are proudequal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Send your resume [e-mail]

Please note thatonly candidates who meet the qualifications will be contacted.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Human Resources Services

Referrals increase your chances of interviewing at MillerNet HR & Business Solutions Inc. by 2x

Get notified about new Financial Advisor jobs in Vancouver, British Columbia, Canada.

Financial Analyst (1-Year Contract with Possibility of Full-time)

Burnaby, British Columbia, Canada 2 weeks ago

Surrey, British Columbia, Canada 2 weeks ago

Burnaby, British Columbia, Canada 1 day ago

Burnaby, British Columbia, Canada 1 week ago

Richmond, British Columbia, Canada 1 day ago

Richmond, British Columbia, Canada 2 weeks ago

Richmond, British Columbia, Canada 18 hours ago

Financial Planner, Scotia Financial Planning - Downtown Vancouver

Surrey, British Columbia, Canada 1 day ago

Richmond, British Columbia, Canada 14 hours ago

South Surrey, British Columbia, Canada CA$75,000.00-CA$90,000.00 2 days ago

Burnaby, British Columbia, Canada CA$57,000.00-CA$67,600.00 19 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.