Wealth Advisor

Location: Grand Falls-Windsor, NL
Position Type: Full-Time, Base Salary + Performance Bonus

About Our Practice

Our practice is located in Grand Falls-Windsor, Newfoundland and Labrador. We provide comprehensive financial planning, investment, retirement, insurance, and estate planning services to entrepreneurs, professionals, families, and business owners throughout Newfoundland and Labrador. The focus of our practice is to deliver comprehensive financial planning to mass affluent and high net worth clientele. For more than 20 years, we have been committed to delivering exceptional client service and helping clients achieve their financial goals.

Position Summary

An established financial planning practice is seeking a Certified Financial Planner (CFP) or someone with business training that are well on their way to getting this designation to join our Team. The individual must be highly organized, fluent in technology, and an astute Financial Planner. Only those individuals who are mutual fund and insurance licensed are eligible to apply. This position will work closely with the Senior Wealth Advisor. The successful applicant will be required to reside in the Exploits Valley region.

The successful candidate will:

- Provide high level customized financial plans unique to each client family
- Assist in implementing a service schedule for clients
- Monitoring insurance renewals and scheduling new opportunities
- Writing new and renewing insurance opportunities
- Help organize High Net Worth client and prospecting events
- Provide professionalism, discretion, and the ability to manage multiple priorities in a fast-paced environment
- Have a minimum of 2 years’ relevant experience in a financial planning environment
- Manage compliance for the practice and schedule priorities

Key Responsibilities

Client Service & Account Administration

- Write details notes from client meetings for the Administrative Assistant
- Delegate tasks to the Administrative Assistant to schedule client meetings, reviews, and follow-up appointments




- Respond to telephone and email inquiries in a professional and timely manner
- Respond well to directions provided by the Senior Wealth Advisor (Dennis Rose)
- Troubleshoot Financial Plans with Head Office planning resources to ensure quality
- Prepare Financial Plans timely for client and prospect meetings
- Assist clients with documentation, electronic signatures, and account maintenance requests
- Maintain accurate client records and have a complete understanding of CRM2 and 3
- Liaise with financial institutions regarding transfers and account-related requests

Practice Development & Marketing Support

- Assist with organizing client prospecting, appreciation and educational events.

Qualifications

Required

- Post-secondary education in Business Administration or Economics with relevant combination of education and experience
- Minimum two years of financial planning experience coupled with enrolment or completion of a CFP program
- Mutual Funds Licensing along with a completion of the LLQP
- Strong proficiency with Microsoft 365, including Outlook, Word, Excel, Teams, and PowerPoint
- Excellent organizational skills and attention to detail
- Strong verbal and written communication skills
- Demonstrated ability to handle confidential information with discretion
- Proven customer service skills and a client-first approach
- Ability to work independently while managing competing priorities and deadlines

What We Offer

- Competitive salary based on experience + performance bonuses
- Flexible work schedule. Some evening work may be required
- Supportive and collaborative team environment.
- Opportunity to build a long-term career in the financial services industry.
- Ongoing learning and professional development opportunities.

How to Apply

Please submit your resume and cover letter to:

[email protected] on or before November 2, 2026.

Criminal Record Check and Proof of Licensing will be required by the chosen applicant.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: From $55,000.00 per year

Perks:

- Flexible schedule

Work Location: In person

📌 Wealth Advisor (Grand Falls-Windsor)
🏢 DL Financial
📍 Grand Falls-Windsor