WHO WE ARE
Ocean 6 is A new 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.

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 current 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 plans and recommendations to clients
- Sending meeting recaps to clients and keeping them updated on the progress of their action items
- Maintain and update client records and financial portfolios
- Working with your team to manage daily client communications and requests
- Building relationships for business development and identifying opportunities
- Stay current with industry regulations, tax laws, and financial planning strategies
- Conduct research on financial products, market trends, and investment opportunities
- Other relevant or related responsibilities as required by Ocean 6

QUALIFICATIONS

- Bachelor's degree in Finance, Economics, Business,



or a related work experience
- Completion of or progress towards relevant industry certifications (e.g., CFP, CFA, CSC, LLQP)
- 2+ years of experience in financial services or a related field
- You see the big picture, looking beyond isolated financial products like investments or insurance to evaluate a client’s entire financial ecosystem
- Exceptional attention to detail and organizational skills. You are a systems-driven professional who can successfully focus on client files, deadlines, and high-touch client needs consistently
- Experience with corporate financial planning is an asset

COMPENSATION

This position has two experience levels.

Associate level 2: Majority of their time is dedicated to supporting the advisory team and continuing industry knowledge with a base salary range of $65,000 - $75,000 commensurate with your depth of experience and qualifications. The final interview will include an assignment to showcase your knowledge and experience.

Associate level 3: Has the ability to support clients and give direct advice while supporting the advisory team with a base salary range of $75,000 - $85,000 commensurate with your depth of experience and qualifications. The final interview will include an assignment to showcase your knowledge and experience.

Job Type: Full-time

Pay: $65,000.00-$85,000.00 per year

Perks:

- Company events
- Extended health care
- Life insurance
- On-site gym
- On-site parking

Flexible language requirement:

- French not required

Experience:

- Financial services: 2 years (preferred)

Licence/Certification:

- CFA, CFP or LLQP (preferred)

Work Location: In person

📌 Associate Financial Advisor (Canada)
🏢 Ocean 6 Wealth Advisory
📍 Canada