30 Oct
|
Servpro Industries
|
Vancouver
30 Oct
Servpro Industries
Vancouver
As trusted Executive & Professional Search partners, Talent Edge brings deep expertise in talent acquisition and advisory across industries. Global Solutions Family Office is redefining what it means to deliver truly holistic wealth advisory. As a fast-growing, visionary firm, they have built a full-service ecosystem designed to meet the sophisticated and evolving needs of successful individuals, families, and business owners.
Each division - spanning Family Office Support, Investment Management, Accounting, Wealth Planning, Legal Planning, Capital Advisory, and Real Estate Advisory - is led by seasoned experts with decades of specialized experience. To build on this momentum, the firm is expanding its roster of Wealth Advisors - offering an opportunity to join a visionary, fast-scaling business that is reshaping the future of wealth management in Canada.
This is a fantastic opportunity for an entrepreneurial advisor who wants to take ownership of building their practice within a fast-growing, visionary platform.
As a Wealth Advisor at Global Solutions, you will serve as a trusted partner to high-net-worth and ultra-high-net-worth individuals, families, and business owners. Your role is to provide strategic guidance and hands‑on management across all aspects of wealth, from estate and tax planning to corporate structuring, retirement planning, risk management, insurance, and investments. Over time,
you will also partner with Divisional Experts in advising your clients on GS’ proprietary cross-border solutions and exclusive investment access. Supported by Global Solutions’ unique in‑house ecosystem, you will have the platform and resources to deliver a truly holistic client experience.
Based in the heart of Downtown Vancouver, this opportunity follows an in-office work model.
The ideal Wealth Advisor brings 8+ years of experience in financial planning or a related advisory role, with a strong foundation in both insurance and investment planning. You hold the Chartered Investment Manager (CIM) designation and ideally additional qualifications in financial planning, insurance, or estate planning. Other industry designations are welcomed as an asset.
A creative and strategic problem-solver with an entrepreneurial spirit.
Commitment to continuous learning, skilled excellence, and long-term client impact.
This position is structured as an Independent Contractor, and not an employee of Global Solutions.
Talent Edge and Global Solutions believe in equal prospect, equity, fairness, and transparency. We celebrate diversity and are committed to creating an inclusive environment for all clients, partners and candidates. Your personal information is solely for the purpose of the hiring process and will not be shared or circulated without your consent.
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📌 Financial Advisor - Estate Planning (Vancouver)
🏢 Servpro Industries
📍 Vancouver