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Première détection par notre source: hier

Investment Advisor

@ Harbourfront Wealth Management

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Vancouver, Colombie-Britannique

Temps plein2+ ans d’expérience
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En bref

Harbourfront Wealth Management, through its Sonora Wealth division, is hiring a full-time CFP / Investment Advisor for its Vancouver team. The role centres on building client relationships and growing a book of business. The posting asks for at least two years in the investment industry and states competitive compensation.

Responsabilités :

  • Build and maintain client relationships
  • Provide investment and financial planning advice
  • Grow a book of business
  • Use CRM and Microsoft Office tools

Résumé des exigences :

  • At least 2 years in the investment industry
  • CIRO registration (Investment Representative) preferred
  • Strong client service, communication and organizational skills
  • Experience with Microsoft Office and CRM platforms

Outils et compétences

Microsoft OfficeCRM platforms
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
Non fourni
Première détection par notre source
2026-11-15
Mise à jour du dossier source
2026-11-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineVentes
Expérience2 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Permis et certificationsCFP, CIRO Investment Representative registration

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Harbourfront Wealth Management

Toutes ses offres
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Description

Were Hiring: Investment Advisor / CFP / Vancouver, BC

Sonora Wealth, part of Harbourfront Wealth Management ($22B+ in assets), is looking for a driven and client-focused CFP / Investment Advisor to join our growing Vancouver team. If you're an ambitious advisor with experience building client relationships and growing a book of business, this is an opportunity to accelerate your career with the support of a leading independent wealth management firm.

What youll bring: ✔️ 2+ years in the investment industry ✔️ CIRO registration (Investment Representative) preferred ✔️ Strong client service, communication, and organizational skills ✔️ Experience with Microsoft Office and CRM platforms

What we offer: ✨ Competitive compensation ✨ A collaborative, team-first culture ✨ Opportunities for growth and advancement ✨ Access to a broad range of investment solutions and planning resources

📩 Interested? Send your resume and cover letter to [email protected]

  • #Hiring #InvestmentAdvisor #WealthManagement #FinanceJobs #VancouverJobs #FinancialServices #CareerOpportunity #NowHiring #HarbourfrontWealth #SonoraWealthd environment.

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