RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting prospect 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
Solid 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.
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📌 Financial Advisor Vancouver
🏢 RGF Integrated Wealth Management
📍 Vancouver