Join Growth Investment Management as a Wealth Advisor in the West Kootenay region. This permanent, full time role focuses on providing tailored financial advice and developing investment strategies for clients.
As a Wealth Advisor, you will play a key role in helping clients meet their financial goals through strategic planning. With five years of experience in holistic financial advice, you will collaborate with a dedicated team that values client service and cooperation. Your responsibilities include creating comprehensive financial plans and nurturing long-term relationships with clients.
Key Responsibilities:
• Coordinate administration of sales and service for clients
• Develop comprehensive financial plans tailored to client needs




• Construct investment strategies and manage insurance options
• Identify and pursue business development opportunities
• Build and nurture long-term client relationships
Requirements:
• Minimum five years in financial planning and advice
• Certified Financial Planner (CFP) license required
• Valid driver's license and transportation
• Schedule flexibility for client needs
• Willingness to travel within the Kootenay region
Leverage your expertise to impact clients' financial well-being at Growth Investment Management.
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📌 Wealth Advisor in West Kootenay (Nelson)
🏢 Aviso
📍 Nelson