Lead Financial Advisor

Job information Lead Financial Advisor from the Company Ocean 6 Wealth Advisory, this latest Lead Financial Advisor job vacancy is located in the city Vancouver, BC. This latest job opening is open to job seekers who have the latest education / graduate . Job Vacancies in this Finance field have been opened and published up to the specified time.

Job Responsibility:

WHO WE AREOcean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.

Our firm is guided by our brand foundation:

• Our Why: The value we provide makes a profound difference in people’s lives, and help our clients reach their goals
• Vision: Our bold new ideas will change the world of finance.
• Mission: We deliver white glove, WOW experiences that inspire every client to tell everyone they know.
• Position: Next-level, innovative thinking.
• Character: Transformative, passionate, determined, curious.

To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be taught but being a positive and driven individual that is eager to dive into new experiences is something that cannot be trained.

RESPONSIBILITIES

• Delivering a high-end, white glove service to our clients
• Assist advisory team in developing and implementing holistic financial plans for clients
• Prepare and present financial analyses and recommendations to clients
• Maintain and update client records and financial portfolios
• Managing daily client communications and requests
• Preparing and participating in client meetings and follow up on action items
• Stay current with industry regulations, tax laws, and financial planning strategies
• Conduct research on financial products, market trends, and investment opportunities
• Contribute to the firm’s marketing and business development efforts
• Other relevant or related responsibilities as required by Ocean 6

QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, Business, or related work experience
• Mandatory CFP certification
• Mandatory CSC or LLQP certification
• Client-facing experience as a Financial Advisor
• Experience building financial plans and delivering to clients
• Excellent communication and interpersonal abilities
• Experience with a CRM

COMPENSATION

4+ years of experience required in financial services or related field required. A base salary range of $85,000 – $120,000 plus revenue share percentage. Base salary will be commensurate with experience, skills, and qualifications.

Job Type: Full-time

Pay: $55,000.00-$100,000.00 per year

Benefits:

• Company events
• Extended health care
• Life insurance
• On-site gym
• On-site parking

Flexible language requirement:

• French not required

Schedule:

• Monday to Friday

Experience:

• Financial services: 4 years (required)

Licence/Certification:

• CFP (required)

Work Location: In person