Join Sonora Wealth in Vancouver as a dedicated Investment Advisor and Financial Planner. This role offers an opportunity to manage client relationships and leverage support to expand your practice.
Sonora Wealth, affiliated with Harbourfront Wealth, is seeking an ambitious Investment Advisor. Ideal candidates have experience in client-facing roles and a desire to take on increased responsibilities. Working within an empowering workplace, you will utilize Harbourfront's open-architecture platform to access diverse investment options, including Canadian and U.S. securities.
Key Responsibilities:
• Collaborate with key team principals to enhance client relationships
• Prepare monthly and quarterly client reports and correspondence




• Process and track security transactions and related documentation
• Manage a book of business with support from senior advisors
• Follow up on leads and secure current opportunities
Requirements:
• 2+ years in investment industry and client administration
• Robust organizational and communication skills
• Proficiency with Microsoft Office and CRM tools
• CFP designation is preferred
Elevate your career in wealth management with Sonora Wealth by enhancing client service and business growth.
J-18808-Ljbffr

📌 Client Focused Investment Advisor Vancouver
🏢 Harbourfront Wealth Management
📍 Vancouver