Ocean 6 is A current world of wealth®, a place where bold, innovative ideas change the world of finance. We empower successful business owners to organize and clarify their financial future through next-level thinking. It's more than just investment management.

To join our close-knit, entrepreneurial team, the right attitude is everything. While the day-to-day tasks can be taught, we cannot train passion. We are looking for a positive, driven individual who is curious, determined, and eager to dive into new experiences.

OUR FOUNDATION:

Our Why & Vision:

To make a profound difference in people’s lives and change the financial industry with bold new ideas.

Mission:

To deliver white-glove, "WOW" experiences that inspire every client to tell everyone they know.

Our Character:

Transformative, passionate, determined, and curious.

RESPONSIBILITIES

Delivering a high-end, white glove service to our clients

Be a leader in your team, developing and implementing holistic financial plans for clients

Prepare and present financial analyses and recommendations to clients

Maintain and update client records and financial portfolios

Working with your team to manage daily client communications and requests

Leading client meetings, identifying opportunities and educating clients on strategies

Stay current with industry regulations, tax laws,



and financial planning strategies

Conduct research on financial products, market trends, and investment opportunities

Contribute to the firm's marketing and business development efforts

Other relevant or related responsibilities as required by Ocean 6

QUALIFICATIONS

Bachelor's degree in Finance, Economics, Business, or equivalent of related work experience.

Completion of, or close to, relevant industry certifications (e.g. CFP, CFA, CSC, LLQP).

3+ years of experience in financial services as a Lead Advisor (corporate financial planning experience is preferred).

Experience mentoring, managing, and elevating junior advisors or support staff. You know how to rally a team around a shared vision.

Exceptional project management and organizational skills. You are a systems-driven professional who can successfully focus on client files, deadlines, and high-touch client needs consistently

You see the big picture, looking beyond isolated financial products like investments or insurance to evaluate a client’s entire financial ecosystem

COMPENSATION The base salary for this position ranges from $85,000 to $110,000, commensurate with your depth of experience and qualifications. The final interview will include an assignment to showcase your knowledge and experience.

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📌 Lead Financial Advisor for Business Owners (Vancouver)
🏢 Ocean 6 Wealth Advisory
📍 Vancouver