Overview

We are seeking an Associate Investment Advisor / Financial Planner to join our growing wealth management team in downtown Vancouver. Our practice works primarily with high-net-worth individuals, families and business owners, providing comprehensive financial planning and investment management services.

This position offers an opportunity for someone with experience in the financial services industry to further develop their advisory skills, work closely with experienced investment professionals and gradually take on greater responsibility for client relationships. The role will initially focus on financial planning, client meetings and financial projections, with opportunities to transition into advising clients on investment management strategies and managing their own client relationships as their experience grows.

Duties

- Prepare and review financial plans and projections for high-net-worth clients, including retirement, tax, cash flow and estate planning
- Participate in client meetings, prepare presentations and coordinate follow-up activities
- Serve as a primary point of contact for assigned clients and manage ongoing client relationships
- Assist with account openings, transfers, transactions and portfolio rebalancing
- Complete client documentation, including Know Your Client (KYC) updates and compliance requirements
- Review client financial circumstances and recommend financial planning strategies
- Work with senior advisors to develop knowledge of portfolio construction and investment management
- Gradually take on greater responsibility for advising clients, managing portfolios and developing new business

Qualifications





- Minimum 2 years of relevant experience in wealth management, financial planning or investment advisory services
- Previous experience as an Investment Advisor Assistant, Portfolio Manager Assistant, Associate Investment Advisor or similar role
- Bachelor's degree preferred, ideally in business, finance, economics or a related field
- CFP designation or actively working toward the Certified Financial Planner (CFP) designation is strongly preferred
- Completion of the Canadian Securities Course (CSC), currently working toward completion, or willingness to complete it shortly after being hired, along with any other relevant Canadian Investment Regulatory Organization (CIRO) courses and ongoing proficiency requirements applicable to the role
- Strong interpersonal and communication skills, with an interest in developing long-term client relationships
- Good understanding of personal finance, investment accounts and financial planning concepts
- Comfortable working with financial planning software, spreadsheets and financial projections
- Ability to work both independently and collaboratively within a team

We are looking for someone who combines strong people skills with an interest in financial planning and investment management.

Extensive portfolio management experience is not required.



The successful candidate will have opportunities to develop their technical knowledge while working alongside experienced advisors.

We welcome applicants who are earlier in their advisory careers and are looking for an opportunity to grow into a more senior client-facing role.

Hours & Schedule

This is a full time, in-person position based at our office in downtown Vancouver, with a standard 40-hour work week.

The successful candidate will work closely with our existing advisory team and have regular opportunities to participate in client meetings, financial planning discussions and investment-related activities.

Additional hours may occasionally be required depending on client needs, workload and business development opportunities. The level of responsibility, overall contribution and additional time commitments will be taken into consideration as part of our performance-based bonus and commission structure.

How to Apply

Please submit your resumé along with a brief introduction about yourself, your experience and the type of career you are hoping to build within the financial services industry.

If you have previously worked with an investment advisory team, portfolio manager or financial planning firm, please highlight your experience and responsibilities in your resumé.

We look forward to finding someone who enjoys working with people, has a genuine interest in financial planning and wealth management, and is excited about the opportunity to grow professionally alongside our team.

Pay: From $80,000.00 per year

Benefits:

- Employee stock purchase plan
- Extended health care

Work Location: In person

📌 Associate Investment Advisor (Vancouver)
🏢 Sonora Wealth Group
📍 Vancouver