As of November 12, 2026, Jobsy lists 5 wealth advisor jobs in Vancouver, BC. The most active employers are Connor, Clark & Lunn Private Capital Ltd., ATB and Aviso Wealth. Skills often requested: sales, cim, financial planning and cfa.
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Nicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
5+ YOECandidates need 5 to 10 years of experience in a similar financial planning role with heavy client contact. They must hold a CFP, a CIM or CFA Level 1, and a Life, Sickness & Accident insurance licence.
Risk management, Business model, Reporting, Financial planning, Budget management, Sales
8+ YOECandidates need 8+ years of financial planning or advisory experience, a Chartered Investment Manager (CIM) designation, and a strong foundation in insurance and investment planning. An entrepreneurial, self-motivated mindset and strong client-facing skills are essential.
7+ YOECandidates need 7 to 10 years of wealth management or private banking experience, a CIM, CFP, MBA, CAIA or CFA designation, and CIRO licensing. Proven business development, strong presentation skills, and experience with high-net-worth families are required.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
5+ YOECandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.