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Jobs Search
Start Date
Immediate
Expiry Date
09 Dec, 25
Salary
100000.0
Posted On
10 Sep, 25
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Good communication skills
Industry
Financial Services
WELL BUILT WEALTH | FINANCIAL PLANNER JOB POSTING | SEP 2025
We are a totally independent, new-school, fast-growing, people-centric, financial planning firm looking for another experienced CFP to join our awesome team as we build out and up.
We are based out of BC but work with clients all across Canada and are, therefore, entirely cool with remote work. And no investment licenses are needed (or wanted).
We are a firm that highly values “grabbing the bull by the horns” and we expect those joining our team to be serious about carrying their own weight. Aside from that (and the obvious need for having an affinity for financial planning), we are looking for someone who:
The role we are looking to fill at the moment is for a lead advisor to work in both our fee-for-service financial planning division as well as our “full access” (AUM) division. You would be working with a team (we prefer to work this way as it increases value for clients, decreases the load for advisors and reduces the likelihood of things being missed) to help people understand their situation, explore their options and come up with solid game-plans. No selling required.
The role includes:
facilitating online meetings with clients (eventually)
facilitating client instructions reviewing and finalizing detailed meeting agendas in advance of client meetings
living and breathing Conquest financial planning software
Experience with Conquest financial planning software is a massive asset. Knowing your way around Google Workspace would be great as well.
Ultimately, we are looking for a competent planner who loves people, loves financial planning, has a serious affection for detailed and thorough work, works fast, is a clear, friendly communicator and is easy to get along with. Frankly, we love what we do, we do it really well and we have fun doing it. And we want to work with people who want that too.
Lastly, most of our new clients discover us via YouTube and are attracted to the style and the overall financial philosophy that they see presented there. Anyone joining us would need to be well-acquainted with our content and jive deeply with our planning approach since that is precisely what our clients are expecting.
It should also be understood that we, as a firm, tilt philosophically to classic, free-market capitalism. We understand that no system is perfect, but as advisors entrusted with helping guide the long term growth and protection of our clients’ wealth, we are always working towards less taxation and more freedom. This is our baseline position. And always will be. This needs to be highlighted as we are active in various media and openly, yet carefully, articulate our positions. Some may love this approach and feel right at home with it, while others may not.
We are open to salary or contract. It just depends on the person and the situation. Compensation is dependent on skill and experience but will absolutely be on par with industry standards at minimum. And there is definitely room for compensation to grow over time for anyone who demonstrates their awesomeness.
If all this smells right to you, we’d love to hear from you. Please send your details to info@wellbuiltwealth.ca with a clear summary statement in the body of the email explaining why this role seems like a great fit. Only those who send this summary via email will be considered.
Cheers,
the Well Built Wealth team
Job Type: Full-time
Pay: $100,000.00-$150,000.00 per year
Work Location: Remot
How To Apply:
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