- Victoria, British Columbia, Canada
- On-site
- Full-time · Associate
- CA$70K–CA$90K per year
- 2–4 years
Support Senior Wealth Advisor in delivering investment and financial planning advice to high-net-worth members, driving business development, risk management, and client service.
Compensation
Base Salary: $70,000 Commission Structure: Driven by performance of duties and participation in the revenue generated by assets under administration of the Senior Wealth Advisor Performance Bonus: Additional annual incentive aligned to individual results The total compensation potential may be approximately $90,000, with actual total compensation varying above or below this amount based on individual and portfolio performance.
Responsibilities
- Establish and maintain relationships with existing members
- Network with external business organizations to generate referrals
- Provide complex financial planning advice
- Identify needs and recommend investment vehicles
- Assist members in consolidating financial assets
Requirements
- College, Trade or Tech School Diploma (2 years) in related discipline
- Nice to have: Proven superior knowledge of a wide range of investment products and services
- Nice to have: Networking and relationship building skills
- Nice to have: Superior sales abilities
- Nice to have: Proven networking and relationship building skills