Financial Planner – Wealth Management

Location: Surrey & Abbotsford, BC

Work Type: Full-time, In-person

Schedule: Monday–Friday, 9:00 AM–5:00 PM

About the Opportunity

Our client is a boutique wealth management practice with over 30 years of experience serving affluent individuals, families, and business owners.

They are looking for an experienced Financial Planner who enjoys building long-term client relationships and providing comprehensive financial advice beyond traditional sales and product-focused environments.

You’ll work closely with senior advisors and a collaborative team to provide personalized financial planning, investment management, risk management, and wealth strategies.

Key Responsibilities

- Manage and advise a portfolio of client families.
- Develop comprehensive personal and business financial plans.
- Assess clients’ goals, investment objectives, risk tolerance, and financial needs.
- Develop and implement investment and portfolio recommendations.
- Maintain ongoing client relationships, account oversight, and follow-ups.
- Collaborate with senior advisors, accountants, lawyers, and other professionals.
- Ensure accurate client records, reporting, and regulatory compliance.
- Participate in client events,



workshops, and professional development activities.

Requirements
- 5+ years of experience in financial planning or a client-facing financial advisory role.
- Current CIRO securities licensing.
- CFP® designation.
- Robust knowledge of investments, portfolio construction, and comprehensive financial planning.
- Experience with financial planning software and wealth management technology.
- Excellent communication and relationship-building skills.
- Strong attention to detail, organization, and judgment.
- Valid driver's licence and access to a personal vehicle.
- Ability to work in-office between Surrey and Abbotsford locations.

Nice to Have: Insurance licence and experience with insurance/risk-management solutions. Why Consider This Prospect?
- Relationship-focused advisory workplace.
- Less emphasis on sales quotas and product targets.
- Chance to work with affluent individuals, families, and business owners.
- Mentorship and professional development.
- Team-oriented and experienced advisory team.
- Medical, dental, and long-term disability benefits.
- Business-casual work environment

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