Posted 45 months ago
Financial Advisor
@ Humans of HR
Vancouver, British Columbia
Overview
Humans of HR is hiring a Financial Advisor for a Family Office team at a mid-sized accounting and advisory firm, working directly with partners and ultra high net worth clients. The role involves building client relationships and crafting custom financial solutions, on a full-time basis. The posting states a competitive compensation package, three or more weeks of paid vacation, and extended health, dental and group life benefits.
Responsibilities:
- Serve as main point of contact for high-net-worth clients
- Build long-lasting client relationships
- Craft custom solutions for unique client needs
- Work directly with partners on Family Office accounts
Requirements summary:
- Bachelor's degree in Business Administration or related field
- 2-5 years customer service or hospitality experience
- Exceptional verbal and written communication skills
- Comfortable in a fast-paced, diverse workload
- Able to connect with high-net-worth individuals
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · zoho
- Employer posting date
- 2023-02-21
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business development |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required) |
| Fields of study | Business Administration |
| Perks mentioned | Generous paid time off, Wellness, Transit support, Free or discounted meals |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Humans of HR
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
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Full company description
Humans of HR is an upcoming recruitment agency dominating the recruitment and talent acquisition market in Vancouver supporting both temporary and permanent areas of employment across the following sectors: -Banking & Financial Services -Accounting & Finance -Humans Resources -Payroll -Sales and Marketing -Executive Search With specialized recruitment practices delivered by a dedicated team of recruiters, we find the perfect candidates for organizations using unique and adaptable methods. At Humans of HR, we go the extra mile to build valuable and meaningful connections with our candidates and leading businesses. Our goal is to facilitate the selection and the placement of recruits that are skilled, experienced, and talented; nothing less than the very best for our clients. We are passionate about recruitment; we value your need to hire top talent and we are obsessed about finding great candidates and matching them with great careers. We are different - We are genuinely passionate about finding top talent for our clients. Of course, hiring quality employees to help grow your company is not easy and is never cheap. To find your next rock star you’re going to have to pay something, but it doesn’t have to be something that will break your bank. Our placement fee is very competitive and fair. We offer a 90-day placement guarantee for all new hires. We believe in exploring every facet of our candidates’ personal and professional profile, their motivations for change and assess and measure against the client's needs to ensure the successful candidate can offer productivity and longevity.
- LinkedIn followers
- 39,622
- People associated on LinkedIn
- 9
- Reported office locations
- Vancouver, British Columbia V6C 2G2, CA
- Other recorded names
- Humans of HR
- Specialties
- Banking & Financial Services
- Human Resources
- Sales & Marketing
- Accounting & Finance
- and Payroll
- Profile identifies a recruitment agency
- Yes
Humans of HR is an upcoming recruitment agency dominating the recruitment and talent acquisition market in Vancouver supporting both temporary and permanent areas of employment across the following sectors: -Banking & Financial Services -Accounting & Finance -Humans Resources -Payroll -Sales and Marketing -Executive Search With specialized recruitment practices delivered by a dedicated team of recruiters, we find…
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 2-10 employees |
| Headquarters | Vancouver, British Columbia |
| Organization type | Privately Held |
| Specialties | Banking & Financial ServicesHuman ResourcesSales & MarketingAccounting & Financeand Payroll |
| Open jobs on Jobsy | 17 |
| View page |
Get ready to laugh your way to the top of your career! My client is seeking an Investment Manager support Officer to join their rockstar Family Office team that is growing and expanding. This is a leading mid-sized accounting and advisory firm that helps local businesses thrive. Their secret to success? A commitment to building great relationships, conversations, and futures, oh, and unlimited coffee, snacks, and gym memberships (because we take our health seriously, but also, who doesn't love a good snack break?).
This is your chance to be part of a growing, dynamic, and highly specialized group that's changing the game in the Family Office world. You'll work directly with the awesome partners and help build long-lasting relationships with ultra high net worth clients. Your duties will include everything from being the go-to person for clients to crafting custom solutions that meet their unique needs.
Requirements
- Has a bachelor’s degree in Business Administration or a related field
- Has 2-5 years of customer service or hospitality experience, with a strong focus on building and maintaining client relationships
- Has exceptional verbal and written communication skills
- Works well in a fast-paced environment with a diverse portfolio of work
- Is a brand ambassador for the organizations Family Office and can connect with high-net-worth individuals to create meaningful relationships
Benefits
- Hands-on experience working with high-net-worth individuals and families
- Career growth opportunities as our Family Office practice continues to grow
- A competitive compensation package, including extended health care, dental, and group life insurance benefits
- 3+ weeks of paid vacation per year, overtime meal and parking reimbursements, and a monthly gym membership subsidy
- An open-door culture that encourages interaction with all staff levels, including partners
- Entertaining social events throughout the year (because work-life balance is important!)
- And did we mention the fully stocked kitchen, snacks, and unlimited coffee?
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