Financial Advisor

RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Financial Advisor to assist with managing a block of clients within an existing Financial Advisory Team. This is an excellent position for someone looking to cultivate strong long-term client relationships and deliver excellent client service.

For this full‑time, permanent position, we offer a competitive and comprehensive compensation and benefits plan, and a positive work environment.

• University Degree (BComm/BBA preferred), or Financial Management Diploma from BCIT
• Minimum three (3) years of advisory experience
• CFP designation an asset (future requirement)
• CIM or CFA designation required
• CIRO (previously IIROC) license required
• Life Insurance License (LLQP) required
• APM/PM designation an asset (future requirement)
• Excellent interpersonal, verbal, and written communication skills
• Strong organizational skills and attention to detail
• Ability to work independently and as a team member
• Proven prioritizing and multitasking skills to meet deadlines in a fast‑paced environment
• Strong desire to provide high‑quality client service

• Build strong relationships with clients
• Establish service levels and apply to clients
• Develop comprehensive financial plans based on individual client needs
• Portfolio revisions and oversight of securities accounts
• Prospect new business

• Comprehensive Health and Dental Benefits
• Health Care and Taxable Wellness Spending Accounts
• Continuing Education Opportunities, Employee Assistance Program, Life Insurance
• Three (3) weeks of Vacation per year, as well as paid personal days
• RRSP matching
• Monthly engagement events and activities

The salary range for this position is currently $110,000 – $125,000.