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 environment.

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 fast‑paced environment
- 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 Advantages
- 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.

#J-18808-Ljbffr

📌 Financial Advisor (Vancouver)
🏢 RGF Integrated Wealth Management
📍 Vancouver