Wealth Advisor

Deliver personalized financial guidance as a Wealth Advisor with Growth Investment Management in the Kootenay Region. Utilize your expertise to help clients achieve financial success and stability.

Growth Investment Management Ltd. seeks a dedicated Wealth Advisor who is knowledgeable in holistic financial planning. This position requires at least 5 years of experience in financial advice, investment strategies, and insurance management. You will engage deeply with clients to tailor financial solutions, reinforce community ties, and collaborate with financial professionals.

Key Responsibilities:

• Meet client needs by actively promoting wealth management products

• Handle client service-related inquiries and appointment bookings

• Complete complex documentation like estate and trust forms

• Develop tailored financial plans, including retirement and estate strategies

• Pursue business development through networking and campaigns

Requirements:

• Minimum 5 years in financial advising in relevant areas

• Hold CFP designation and securities/life insurance licenses

• Valid driver’s license and willingness to travel

• Flexibility in scheduling for client needs

Leverage your expertise to build long-term relationships and positively impact clients' financial well-being.
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