First seen by our source: yesterday
Investment Advisor
@ Harbourfront Wealth Management
Vancouver, British Columbia
Overview
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.
Responsibilities:
- Build and maintain client relationships
- Provide investment and financial planning advice
- Grow a book of business
- Use CRM and Microsoft Office tools
Requirements summary:
- 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
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-15
- Source record updated
- 2026-11-15
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 | Sales |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | CFP, CIRO Investment Representative registration |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Harbourfront Wealth Management
| Field | Value |
|---|---|
| Open jobs on Jobsy | 9 |
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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