Client-Focused Investment Advisor

Join Sonora Wealth as an Investment Advisor in Vancouver and advance your career in wealth management. This role emphasizes maintaining client relationships, managing a book of business, and leveraging advanced planning strategies.

As part of Harbourfront Wealth, Sonora Wealth is searching for an organized and dedicated Investment Advisor. Ideal candidates should possess at least two years of experience in the investment industry, focusing on client administration. You will be empowered to work independently while accessing U.S. and Canadian securities, with the potential for specialization and growth within the firm.

Key Responsibilities:

• Collaborate with practice principals on client relations

• Prepare reports and manage client correspondence

• Process security transactions and maintain documentation

• Oversee a personal book of business with guidance

• Follow up on leads for new business opportunities

Requirements:

• Minimum 2 years in investment and client administration

• Strong skills in organization, communication, and multitasking

• Proficient with Microsoft Office and CRM tools

• CFP designation is advantageous

Bring your expertise and client-centric approach to Sonora Wealth, advancing your career in Vancouver's thriving wealth management landscape.
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