Senior Private Wealth Partner/Advisor | Vancouver, BC
We are working in exclusive partnership with one of Canada's leading boutique wealth practices, a team trusted by some of the country's most successful families, entrepreneurs and family offices.
Why this opportunity is different
Most advisors at this level are working through a book of small accounts, a crowded client list or a product shelf they did not choose. This practice is built the opposite way. It is deliberately small and selective, taking on only a handful of new relationships each year, and every family receives senior level attention and proactive contact throughout the year.
The founder has spent more than three decades in the industry, including senior roles with a global firm in the US, and has a clear ten year plan to significantly grow the business. The team is hiring ahead of that growth, which means the people who join now will help shape what the practice becomes, with a real path to a broader leadership role as it scales.
What you will do
- Act as a lead relationship partner for a portfolio of ultra high net worth families, building multigenerational relationships
- Lead client reviews and coordinate advice with family offices, accountants, lawyers and insurance specialists
- Work alongside the founder and partners on prospect meetings, presentations and referral relationships, including an established approach to building relationships with the M&A and professional advisory community
- Present investment strategies and wealth solutions together with portfolio managers and analysts
- Help mentor and develop junior team members
What you bring
- 7 to 10 years in wealth management, private wealth, private banking or investment advisory
- A record of serving high net worth or ultra high net worth clients, with real business development and client acquisition experience
- CIRO registration or licensing appropriate for an advisory role
- CIM, CFP, CFA, CAIA or MBA
- Polish, credibility and the ability to sell ideas and build trust with sophisticated clients
- A collaborative, team first mindset and the discretion that comes with serving prominent families
- A stable career history and a genuine interest in building something long term
The environment
You will be part of a close, high performance team with significant senior experience, a premium downtown Vancouver office and the backing of a large independent wealth management firm. The practice invests in its people, including coaching and executive education, for those who bring drive and a strong work ethic.
This is an in person role in Vancouver. All conversations are confidential.
