Vancouver Investment Advisor with Growth Potential
Harbourfront Wealth Management
Advance your career as an Investment Advisor at Sonora Wealth in Vancouver. This is a prime opportunity for well-organized, client-centric professionals looking to excel in the wealth management arena. Join Sonora Wealth, part of the expansive Harbourfront Wealth, as we look for a dedicated Investment Advisor to bolster our growing team. The ideal candidate will have at least two years of investment experience and familiarity with managing client relationships. You will be supported in managing your book of business while benefiting from various investment opportunities and potential career progression. Key Responsibilities:
- Collaborate with team leaders to enhance client interactions
- Create detailed reports and client communications
- Process transactions and ensure documentation accuracy
- Oversee and manage an independent book of business
- Actively pursue leads to build new business relationships
- 2+ years in investment and client-facing roles
- Strong multitasking and organizational skills
- Competence in Microsoft Office and CRM tools
- CFP designation is preferable
Vacancy posted 2 days ago
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