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Senior Wealth Advisor
Vancouver, BC
Our client, one of the top independent financial planning companies in Canada, is seeking a Senior Wealth Advisor to join their team. The firm is seeking an experienced, highly motivated, client-focused wealth advisor to facilitate the continued implementation of a client’s ‘Enough’ number. Your mission is to deliver an unparalleled client experience, continue building the technological capabilities of the firm and assist with running the administrative team.The new Senior Wealth Advisor will be supported by a well-oiled back-office team so that they can focus on:
- growing the book,
- retaining ideal clients, and
- manage client relationships.
This is a golden opportunity for the right Advisor as there is a progressive clear and direct path to ownership.
Perks And Benefits
- Supportive managers and colleagues;
- Positive work environment;
- Room for career growth;
- Convenient downtown office very close to transit;
- Competitive compensation;
- Strong benefits;
- Strong base salary plus bonus
And more!
What You Will Be Doing
In your first year you will have:
- Contributed significantly to the firm’s objective of net new asset growth,
- Become an integral part of our team,
- Become very comfortable in delivering the client experience, and
- Developed deeper relationships with clients.
What You Bring To The Table
- Post-secondary education;
- Proven track record in investment management as a financial planner, investment advisor, or wealth management operations manager;
- Ability to build relationships so that families will hand over their hard-earned money for you to manage;
- Current IIROC or MFDA licensing;
- Certified Financial Planning (CFP) Designation or Certified Investment Manager (CIM) (an asset);
About Us
TPD is a leading workforce solutions provider.
Our mission is to help YOU succeed by providing access to opportunities – jobs, careers, and professional development. We partner with over 200 top companies across North America with a focus on placing Business Professionals, Warehouse & Distribution staff, and technical Mining and Aviation staff.
From flexible to permanent positions, we help people start careers, change careers, and advance careers in a way that works for you.
Let’s get to work!
We are an Equal Employment Opportunity employer that values the strength diversity brings to the workplace. All qualified applicants, regardless of race, color, religion, gender, sexual orientation, marital status, gender identity or expression, national origin, genetics, age, disability status, protected veteran status, or any other characteristic protected by applicable law, are strongly encouraged to apply. Accommodations are available on request for candidates taking part in all aspects of the selection process.
