Associate Investment Advisor

Role overview

Duties

• Prepare and review financial plans and projections covering retirement, tax, cash flow, and estate planning.
• Participate in client meetings, prepare presentations, and coordinate follow-up.
• Serve as a primary contact for assigned clients and manage ongoing relationships.
• Assist with account openings, transfers, transactions, and portfolio rebalancing.
• Complete client documentation, KYC updates, and compliance requirements.
• Review client financial circumstances and recommend planning strategies.
• Learn portfolio construction and investment management alongside senior advisors.
• Progress toward advising clients, managing portfolios, and developing new business.

Qualifications

• At least 2 years of relevant experience in wealth management, financial planning, or investment advisory services.
• Previous experience in an investment advisor assistant, portfolio manager assistant, associate advisor, or similar role.
• A bachelor's degree, ideally in business, finance, economics, or a related field, is preferred.
• CFP designation or active progress toward it is strongly preferred.
• Complete the Canadian Securities Course, be working toward completion, or be willing to complete it shortly after hire; applicable CIRO courses and proficiency requirements apply.
• Strong interpersonal and communication skills, with interest in long-term client relationships.
• Good understanding of personal finance, investment accounts, and financial planning concepts.
• Comfort with financial planning software, spreadsheets, and financial projections; able to work independently and collaboratively.

Hours and schedule

• Full-time, in-person position based at the downtown Vancouver office.
• Standard 40-hour work week; occasional additional hours may be required based on client needs, workload, and business development.

Pay and benefits

• Pay starts at $80,000 per year.
• Performance-based bonus and commission structure considers responsibility, contribution, and additional time commitments.
• Benefits include an employee stock purchase plan and extended health care.