Vancouver, BC, Canada Apply Now! At 6 East Financial, we’re building something special—an independent, client-first planning firm that puts clarity and outcomes above sales and noise. As one of the first hires, you’ll have a rare opportunity to help shape the way we work, serve clients, and grow.

If you're looking to do meaningful work with real impact (and without the bureaucracy), you're in the right place. Customer Relationship Personal Evolution Autonomy Administrative Work Technical Expertise Compensation Initially, this is a contract role with competitive compensation based on your experience, responsibilities, and the value you bring. As the firm grows, there will be opportunities to expand your role—and your income—with the potential for long-term involvement, increased responsibility, and performance-based rewards.

The Commitment Key Responsibilities

Ideal for newcomers. Essential features to kickstart sales and marketing. Perfect for small teams. Serve as the first point of contact for client inquiries—via phone, email, and online portals

Prepare and maintain client files, onboarding documents, and meeting summaries

Assist in the creation of financial plans, investment summaries, and tax strategies

Manage CRM entries, task flows, and communication tracking

Coordinate client meetings and follow-ups, ensuring nothing falls through the cracks

Help build a best-in-class experience across all client touchpoints The Characteristics What We’re Looking For Comprehensive tools for growing businesses. Optimize your processes and productivity across your team.

Experience in financial services, client service, or administrative roles

Tech-fluent ( Our tech stack is Conquest, Odoo, and G Workspace)

A confident, modern communicator—skilled at using tools like GPT to deliver concise,



high-impact messages that cut through the noise and deliver what clients want and need to know

If “organized, self-starting, and detail-obsessed” don’t describe you… your dream job is probably somewhere else The Comp What We Offer Advanced solution for enterprises. Cutting-edge features and top-tier support for maximum performance. Work from anywhere – This role is fully remote, with flexible schedule so you can deliver great work without commuting or cubicles

Direct mentorship—with impact – You’re joining early, which means your ideas matter. You’ll work closely with a CFP®/CEPA and help shape the future of a growing, values-driven firm.

A mission that matters – We’re not pushing products—we’re helping Canadians make smarter decisions about their future

Growth built in - Interested in pursuing your CFP® or QAFP™? We’ll support your development every step of the way What You Can Expect At 6 East Smart, grounded people in a no-ego environment – We keep it sharp, curious, and kind.

No rigid hours, no busywork, no bloated systems – We value results, not timesheets.

Real work, real autonomy – You'll take ownership, not just orders.

Zero fluff, 100% clarity – We focus on evidence-based decisions, not hand-waving or hype.

Clients come first—always – Every action we take is tied to long-term outcomes, not short-term quotas.

Build something that lasts – We’re laying the foundation for a firm that will serve generations, and you’ll help shape it.

Cross-industry insight – Our clients include business owners, retirees, and professionals—you’ll learn from all of them.

Content and communication that matters – Whether it's a message, a plan, or a summary, it’s meant to help real people make better decisions.

Our Product Is peace of mind. READ Apply Now!

📌 Associate Planner (Vancouver)
🏢 6 East Financial
📍 Vancouver