Wealth Advisor

Talent Edge; Abbotsford; On-site; CAD 100,000 - 120,000; Full time

Benefits offered by this job

Profit sharing

Health & dental coverage

Disability & life insurance

Paid vacation and sick days

Learning & development opportunities

On-site parking

Job summary

Willems Wealth Planning Group in Abbotsford, BC, Canada is seeking a Wealth Advisor to build customized fee-for-service financial plans and support existing clients. The role emphasizes technical planning and client relationships rather than sales targets.

The ideal candidate will have a CFP designation, current investment licensing, 5+ years in wealth management, and strong retirement and tax planning expertise. Collaboration with a tight-knit team is core to the role.

Qualifications

• CFP designation and active investment licensing.
• 5+ years in wealth management or financial planning.
• Strong retirement-income and decumulation expertise.
• Ability to analyze personal tax returns and owner-managed corporate situations.
• Experience using modern financial-planning software (e.g., Snap Projections).
• Excellent written, verbal, and virtual client communication skills.

Responsibilities

• Build and deliver customized fee-for-service financial plans.
• Support a select group of existing wealth-management clients.
• Review client financials and develop retirement-income strategies.
• Prepare planning recommendations for clients.
• Coordinate with accountants and lawyers to implement advice.
• Participate in client meetings and follow-ups.
• Ensure plans are practical and easy to understand.
• Collaborate with planning team to meet high standards.

Skills

CFP designation

Investment licensing

Wealth management experience

Retirement planning

Tax analysis

Financial planning software

Client communication

Tools

Snap Projections

Job description

About Talent Edge

As trusted Executive & Professional Search partners, Talent Edge brings deep expertise in talent acquisition and advisory across industries. We leverage cutting-edge research and market mapping tools to deliver exceptional candidate matches for our clients. Our team is committed to thoughtful, relationship-driven recruitment and to helping outstanding professionals find meaningful opportunities where they can thrive.

About our client

Willems Wealth Planning Group, a leading practice of CI Assante Wealth Management Ltd., has been helping Canadian families build, manage, and preserve wealth for nearly 40 years. As a second-generation wealth management firm based in Abbotsford, BC, the team is known for delivering highly personalized retirement, tax, estate, and investment planning grounded in evidence-based financial decision-making.

The firm’s philosophy is simple: ask, listen, and solve problems. Clients are typically pre-retirees and retirees with wealth across RRSPs, TFSAs, non-registered accounts, corporations, pensions, and real estate. They come to Willems Wealth Planning Group not just for investment management, but for integrated advice that brings every part of their financial life together.

Led by an experienced team, the practice operates as an ensemble advisory model. Planning, administrative, and operations teams work collaboratively so advisors can focus on delivering exceptional advice and long-term client relationships.

A unique aspect of the firm is its nationally recognized YouTube channel, which has become a significant source of new client demand. Many clients arrive already familiar with the firm’s retirement and tax‑planning philosophy, creating a steady pipeline of engaged planning clients.

About this opportunity

This is an exceptional opportunity for a dynamic professional who enjoys deep technical planning work and meaningful client relationships.

The practice currently has a substantial (two-month) waitlist for fee-for-service financial planning engagements and is seeking another Wealth Advisor to help meet growing demand. This role combines:

• Building and delivering customized fee-for-service financial plans, and
• Supporting a select group of existing ongoing wealth‑management clients.

Importantly, this is not a prospecting, sales, or business development role. You will not be expected to cold‑call, build a personal book of business, or meet sales quotas. The clients and planning work already exist; the firm is looking for another capable professional to help deliver that work at a very high standard.

Working closely with the planning team, you will review client financial information, develop retirement‑income and tax strategies, prepare planning recommendations, participate in client meetings, coordinate with accountants and lawyers, and help clients implement advice in a practical and understandable way.

Abbotsford, British Columbia.

About the individual

The ideal candidate is a collaborative, technically strong Wealth Advisor who is motivated by doing excellent work for clients rather than by sales targets. At a minimum, the successful candidate will bring:

• A CFP® designation;
• Current investment licensing;
• 5+ years of relevant wealth management or financial‑planning experience;
• Strong retirement‑income and decumulation planning expertise;
• The ability to analyze personal tax returns and owner‑managed corporate situations;
• Experience using modern financial‑planning software; and
• Excellent written, verbal, and virtual client communication skills.

Additional qualifications that will be a major asset include:

• Experience with Snap Projections
• Tax education or tax‑preparation experience
• CPA, CFA, CIM, TEP, or other technical designations

Professionals who tend to excel in this environment are those who notice issues proactively, take ownership, and begin developing solutions before being asked.

Who this role may appeal to

This position may be particularly attractive to a qualified Wealth Advisor who is seeking an alternative to:

• Sales quotas and product incentives;
• Limited product shelves;
• Production‑driven performance metrics;
• Excessive client loads; or
• Financial plans that are rarely implemented.

At Willems Wealth Planning Group, growth is viewed as a by‑product of consistently delivering exceptional advice and service to the right clients.

Why join Willems Wealth Planning Group?

• Excellent reputation in the market, built over 4 decades;
• Strong inbound client demand through educational content;
• Collaborative ensemble practice with experienced professionals;
• Focus on planning quality rather than sales activity;
• Dedicated operations support to reduce administrative burden;
• Access to CI Assante Wealth Planning Group specialists in tax, estate, succession, and corporate planning; and
• Opportunity to deepen expertise in retirement and tax planning within a respected advisory firm.

Learn more about Willems Wealth Planning Group

To better understand the firm’s planning philosophy, retirement‑income approach, and educational content, we encourage interested candidates to explore Willems Wealth Planning Group’s YouTube channel, which has become a trusted resource for Canadians.

The channel offers practical insights on retirement planning, tax strategies, investment decision‑making, wealth preservation, and provides a helpful introduction to the type of client conversations and planning work that are central to this role.

YouTube: Willems Wealth Planning Group

Compensation & Benefits

This role comes with an excellent compensation package including a base salary in the range of CAD $100,000-$120,000, profit sharing, comprehensive benefits package (including health and dental coverage, disability and life insurance) generous personal time off (paid vacation and paid sick days), learning & development opportunities, on‑site parking, and a great company culture within a tight‑knit team.

The final offer will be commensurate with the successful candidate’s qualifications, skills, and experience. Talent Edge and our client believe in pay equity, fairness, and transparency.

Next steps

Talent Edge and Willems Wealth Planning Group | CI Assante Wealth Management Ltd. believe in equal opportunity, equity, fairness, and transparency. We celebrate diversity and are committed to creating an inclusive environment for all clients, partners, and candidates. If you require accommodation during the application or interview process, please let us know at [e-mail].

All applications will be treated with the utmost confidentiality. Personal information is collected solely for the purpose of the hiring process and will not be shared without your consent.