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.

Strong 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 Opportunity?

Relationship-focused advisory environment.

Less emphasis on sales quotas and product targets.

Chance to work with affluent individuals, families, and business owners.

Mentorship and professional development.

Collaborative and experienced advisory team.

Medical, dental, and long-term disability benefits.

Business-casual work environment.

Pay: $80,000.00-$120,000.00 per year

Application question(s)

- How many years of experience do you have in financial planning or financial advisory roles?
- Do you currently hold a CFP® designation and CIRO securities licence?
- Do you have experience developing comprehensive financial plans and investment strategies for clients?
- Are you comfortable working in-office between Surrey and Abbotsford, and do you have a valid driver's licence and personal vehicle?
- What are your salary expectations for your next opportunity?

Work Location: In person

📌 Financial Advisor (Surrey)
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