Investment Advisor Role at Harbourfront Wealth
Harbourfront Wealth Management
Full-time
Other-General
Location
vancouver, metro vancouver regional district, Canada
Posted
June 27, 2026
Job Description
Launch your career as an Investment Advisor at Harbourfront Wealth, delivering tailored wealth management solutions to clients. This role combines independence with comprehensive resources for financial success.
Coast Water Private Wealth is hiring an ambitious Associate Investment Advisor to join its thriving team. You will support client relationships through proactive communication, prepare essential reports, and manage financial transactions. This position not only involves operational duties but also allows you to grow into advanced wealth advisory roles as the practice expands.
Key Responsibilities:
• Collaborate with advisors to enhance client engagement
• Prepare financial reports and client correspondence
• Process security transactions diligently
• Manage a book of business under Lead Advisors’ guidance
• Contribute to comprehensive wealth management offerings
Requirements:
• CIRO Licensing or successful completion of financial programs
• Three y...
Coast Water Private Wealth is hiring an ambitious Associate Investment Advisor to join its thriving team. You will support client relationships through proactive communication, prepare essential reports, and manage financial transactions. This position not only involves operational duties but also allows you to grow into advanced wealth advisory roles as the practice expands.
Key Responsibilities:
• Collaborate with advisors to enhance client engagement
• Prepare financial reports and client correspondence
• Process security transactions diligently
• Manage a book of business under Lead Advisors’ guidance
• Contribute to comprehensive wealth management offerings
Requirements:
• CIRO Licensing or successful completion of financial programs
• Three y...