Join Ocean 6 as a full-time Associate Advisor, specializing in high-end client services. Be at the forefront of creating impactful financial plans for professionals and entrepreneurs.

As part of a close-knit entrepreneurial team, your positive attitude will be key in helping successful business owners navigate their financial futures. This role includes preparing detailed financial analyses, managing client communications, and contributing to the firm's marketing strategies—all while ensuring compliance with regulation and financial planning standards.

Key Responsibilities:
• Provide exceptional white glove service to clients
• Support the advisory team in planning and analysis
• Present financial analyses and tailored recommendations




• Maintain and update financial portfolios and records
• Participate in client meetings and action follow-up

Requirements:
• Bachelor's in Finance, Business, or related field
• Progress towards industry certifications (CFP, CFA, etc.)
• Minimum 2 years’ experience in financial services
• Robust desire to grow within an innovative team
• Ownership of outcomes and high standards in work

Support Ocean 6's vision to change finance through dedication and innovative solutions.
#J-18808-Ljbffr

📌 Associate Advisor Role: Ocean 6 Team (British Columbia)
🏢 Ocean 6 Wealth Advisory
📍 British Columbia