Jobs in Richmond

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Within 25 km of Richmond

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Harbourfront Wealth Management

Investment Advisor

Vancouver, BC, Canada

Full-time

Within 25 km of Richmond · About 12.5 km from the city centre

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Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posted: Oct 15, 2026

Original job description

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 fluquez@harbourfrontwealth.com

#Hiring #InvestmentAdvisor #WealthManagement #FinanceJobs #VancouverJobs #FinancialServices #CareerOpportunity #NowHiring #HarbourfrontWealth #SonoraWealthd environment.

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More about this job

Responsibilities

Build and maintain client relationships while growing a book of business as an Investment Advisor. Provide client-focused investment advisory and financial planning services using the firm's investment solutions and planning resources.

Requirements

Candidates should have at least two years of experience in the investment industry; CIRO registration as an Investment Representative is preferred. Strong client service, communication, and organizational skills, along with experience using Microsoft Office and CRM platforms, are sought.

Skills

Client Relationship Building
Business Development
Client Service
Communication
Organization
Microsoft Office
CRM Platforms
Investment Advisory
Financial Planning

Benefits

Competitive Compensation
Collaborative Team-First Culture
Growth and Advancement Opportunities
Investment Solutions and Planning Resources

Visa sponsorship

Not detected in the job text

Hiring contact email

fluquez@harbourfrontwealth.com

Keywords

Investment Advisor
Certified Financial Planner
CFP
Wealth Management
Investment Industry
CIRO Registration
Investment Representative
Client Relationships
Book of Business
Client Service
Communication
Organization
Microsoft Office
CRM Platforms
Investment Solutions
Financial Planning

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