Reporting Structure: Reports to the Vice President, Advisory ServicesAbout the Job: Our organization is seeking a dynamic Investment Planning Advisor to provide high-quality financial planning services to the dental community inBritish Columbia. This role focuses on strengthening clientrelationships, expanding market share and delivering expert financialguidance through personalized planning. The ideal candidate is a self-motivated professional with a robust investment background,exceptional communication skills and a commitment to client success.This position represents a current, existing vacancy within theorganization.Compensation: The expected salary range for this role is $100,000 – $110,000 perannum, based on experience, skills, and internal equity.In addition to base salary, this role is eligible for comprehensivebenefits including participation in our Group RSP and performance-based bonuses.Key Responsibilities:Client Growth & Retention: Manage a dedicated book ofbusiness, acquire new clients and increase market share by offeringtailored financial planning solutions.Financial Planning & Advisory: Conduct regular

📌 Investment Planning Advisor - C$100,000 - C$110,000 A Year (Vancouver)
🏢 VP Realty
📍 Vancouver