Associate Financial Advisor

at  NW Strategic Private Wealth Council Group

JOB SUMMARY

We are seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will provide expert financial guidance to clients, helping them make informed decisions about their investments, savings, and overall financial health. You will leverage your strong analytical skills and understanding of financial services to develop tailored strategies that meet the unique needs of each client.
The NW Strategic Private Wealth Council Group helps multi-millionaires and ultra high net worth families become financially more successful for the long-term with the highest possible standards of private client service.
We value long-term relationships with our clients for all of their financial planning and private wealth management needs with a be-spoke client service for each family and business. We are located in Vancouver, BC but offer flexibility for a work from home role.
This role is for a driven candidate who is competent in sales, new business development, relationship building, and has a good foundation of business opportunities, prospecting, and/or a warm market to prospect to.

Qualifications

• Financial Planning and Analytical Skills (preferred)
• Communication and Customer Service Skills
• Experience in Finance, Investments, and Wealth Management (preferred)
• Bachelor’s degree in Finance, Business, Economics, or related field (preferred)
• QFA, CFP or other relevant certifications are preferred
• Experience in managing client relationships and portfolios (preferred)
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Strong attention to detai

• Conduct comprehensive financial assessments for clients to understand their current financial situation and goals.
• Develop personalized financial plans that include investment strategies, retirement planning, and cash management.
• Provide ongoing support and advice to clients, adjusting financial plans as necessary based on market changes or personal circumstances.
• Research and analyze market trends to identify potential investment opportunities for clients.
• Maintain accurate records of client interactions and transactions in compliance with regulatory requirements.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Stay updated on industry regulations, products, and services to provide the best advice possible.

Qualifications

• Financial Planning and Analytical Skills (preferred)
• Communication and Customer Service Skills
• Experience in Finance, Investments, and Wealth Management (preferred)
• Bachelor’s degree in Finance, Business, Economics, or related field (preferred)
• QFA, CFP or other relevant certifications are preferred
• Experience in managing client relationships and portfolios (preferred)
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Strong attention to detail

What you will get from us:
· A positive and exciting environment with opportunity for a long-term / full time career.
· Ability to be an intrapreneur and develop a business enterprise for the long-term
· Competitive compensation with opportunities for future growth and responsibility.
· Be part of a successful and growing business enterprise with like-minded people
· Advancement for career opportunities along with developing organizational, communication, and sales skills within the wealth management industry. Long-term / life-long business relationship opportunity.
An opportunity to have a meaningful impact on families lives through proven strategies that work in taking care of the high-net worth and affluent demographic of Canadians.
Job Types: Full-time, Permanent
Pay: $40,000.00-$100,000.00 per year

Additional pay:

• Bonus pay
• Commission pay

Benefits:

• Dental care
• Disability insurance
• Extended health care
• Flexible schedule
• Life insurance
• Work from home

Schedule:

• Monday to Friday
• Weekends as needed

Work Location: Remot