Wealth Advisor

Servpro Industries, Inc.; Vancouver; On-site; CAD 120,000 - 190,000; Full time

Job summary

Global Solutions offers a fast-growing platform for a Wealth Advisor based in Downtown Vancouver. The role focuses on building and managing a holistic, client-centered practice for high-net-worth individuals and business owners.

You will provide strategic guidance across estate, tax, retirement, and investments, collaborating with in-house experts to access exclusive solutions. This Independent Contractor opportunity emphasizes growth, independence, and client impact.

Qualifications

• 8+ years of experience in financial planning or related advisory role.
• CIM designation and/or additional financial planning/estate planning credentials are preferred.
• Entrepreneurial mindset with ability to build a significant practice within a growth platform.

Responsibilities

• Provide strategic wealth guidance across estate, tax, planning, investments, and risk management.
• Partner with divisional experts to leverage cross-border solutions for clients.
• Build and manage an independent practice within Global Solutions' platform.

Skills

Interpersonal skills

Attention to detail

Creative problem-solving

Self-motivation

Continuous learning

Education

CIM designation

Financial planning qualifications

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 talented team prides itself in bringing innovative strategies and a passion for excellence to each and every engagement.

About our client:

Global Solutions Family Office is redefining what it means to deliver truly holistic wealth advisory. As a fast-growing, visionary firm, they have built a full-service ecosystem designed to meet the sophisticated and evolving needs of successful individuals, families, and business owners.

At the core of Global Solutions’ approach is integration. Each division - spanning Family Office Support, Investment Management, Accounting, Wealth Planning, Legal Planning, Capital Advisory, and Real Estate Advisory - is led by seasoned experts with decades of specialized experience. This collective depth enables each business line to operate at a high level of precision and effectiveness, while enabling a seamless, unified strategy for clients.

This integrated approach has fueled rapid growth, positioning Global Solutions as a highly sought-after platform in the wealth management space. To build on this momentum, the firm is expanding its roster of Wealth Advisors - offering an opportunity to join a visionary, fast-scaling business that is reshaping the future of wealth management in Canada.

About this opportunity:

This is a fantastic opportunity for an entrepreneurial advisor who wants to take ownership of building their practice within a fast-growing, visionary platform.

As a Wealth Advisor at Global Solutions, you will serve as a trusted partner to high-net-worth and ultra-high-net-worth individuals, families, and business owners. Your role is to provide strategic guidance and hands‑on management across all aspects of wealth, from estate and tax planning to corporate structuring, retirement planning, risk management, insurance, and investments. Over time, you will also partner with Divisional Experts in advising your clients on GS’ proprietary cross-border solutions and exclusive investment access. Supported by Global Solutions’ unique in‑house ecosystem, you will have the platform and resources to deliver a truly holistic client experience.

Based in the heart of Downtown Vancouver, this opportunity follows an in-office work model.

About the individual:

The ideal Wealth Advisor brings 8+ years of experience in financial planning or a related advisory role, with a strong foundation in both insurance and investment planning. You hold the Chartered Investment Manager (CIM) designation and ideally additional qualifications in financial planning, insurance, or estate planning. Other industry designations are welcomed as an asset.

Beyond credentials, you have an entrepreneurial mindset and are excited by the opportunity to build a significant practice within a platform designed for growth. You thrive in a collaborative, team-oriented environment, while bringing the independence, creativity, and drive of an entrepreneur. You are committed to excellence, persistent in pursuing results, and skilled at delivering your work with clarity, precision, and care.

Advisors who embody this spirit will find exceptional success at Global Solutions. With a highly attractive earnings model, this role offers an unparalleled opportunity for those motivated to grow their practice and achieve outsized success.

Key attributes that define you include:

• Strong interpersonal skills and the ability to inspire confidence with clients.

• Exceptional attention to detail and a proactive, solutions-focused approach.

• A creative and strategic problem-solver with an entrepreneurial spirit.

• Self-motivated, persistent, and driven to achieve results with integrity.

• Commitment to continuous learning, professional excellence, and long-term client impact.

Additional Information:

• This position is structured as an Independent Contractor, and not an employee of Global Solutions.

Talent Edge and Global Solutions 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 any accommodations during the application or interview process, please let us know at [e-mail].

All applications are treated with the utmost confidentiality. Your personal information is solely for the purpose of the hiring process and will not be shared or circulated without your consent.