RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Financial Advisor to assist with managing a block of clients within an existing Financial Advisory Team. This is an excellent position for someone looking to cultivate strong long-term client relationships and deliver excellent client service.

For this full‑time, permanent position, we offer a competitive and comprehensive compensation and benefits plan, and a positive work workplace.

Skills and Requirements

University Degree (BComm/BBA preferred), or Financial Management Diploma from BCIT

Minimum three (3) years of advisory experience

CFP designation an asset (future requirement)

CIM or CFA designation required

CIRO (previously IIROC) license required

Life Insurance License (LLQP) required

APM/PM designation an asset (future requirement)

Excellent interpersonal, verbal, and written communication skills

Strong organizational skills and attention to detail





Ability to work independently and as a team member

Proven prioritizing and multitasking skills to meet deadlines in a rapid‑paced workplace

Strong desire to provide high‑quality client service

Duties and Responsibilities

Build strong relationships with clients

Establish service levels and apply to clients

Develop comprehensive financial plans based on individual client needs

Portfolio revisions and oversight of securities accounts

Prospect new business

Benefits

Comprehensive Health and Dental Benefits

Health Care and Taxable Wellness Spending Accounts

Continuing Education Opportunities, Employee Assistance Program, Life Insurance

Three (3) weeks of Vacation per year, as well as paid personal days

RRSP matching

Monthly engagement events and activities

The salary range for this position is currently $110,000 – $125,000.
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📌 Financial Advisor British Columbia
🏢 RGF Integrated Wealth Management
📍 British Columbia