Lead Financial Advisor

Company Description: MillerNet HR & Business Solutions Inc. is a 16-year on-demand HR consultancy firm addressing all things people, business and profits. We work across North America delivering real-world, pragmatic, compliant solutions for any issue. We are proud to represent Ocean 6 as they continue to grow. Ocean 6 is A new world of wealth®, a place where bold, innovative ideas change the world of finance. We empower successful business owners to organize and clarify their financial future through next-level thinking. It's more than just investment management. To join our close-knit, entrepreneurial team, the right attitude is everything. While the day-to-day tasks can be taught, we cannot train passion. We are looking for a positive, driven individual who is curious, determined, and eager to dive into new experiences. OUR FOUNDATION: Our Why & Vision: To make a profound difference in people’s lives and change the financial industry with bold new ideas. Mission: To deliver white-glove, "WOW" experiences that inspire every client to tell everyone they know. Our Character: Transformative, passionate, determined, and curious. RESPONSIBILITIES Delivering a high-end, white glove service to our clients Be a leader in your team, developing and implementing holistic financial plans for clients Prepare and present financial analyses and recommendations to clients Maintain and update client records and financial portfolios Working with your team to manage daily client communications and requests Leading client meetings, identifying opportunities and educating clients on strategies Stay current with industry regulations, tax laws, and financial planning strategies Conduct research on financial products, market trends, and investment opportunities Contribute to the firm's marketing and business development efforts Other relevant or related responsibilities as required by Ocean 6 QUALIFICATIONS Bachelor's degree in Finance, Economics, Business, or equivalent of related work experience. Completion of, or close to, CFP certification, withrelevant industry certifications (e.g. PFP, CFA, CSC, LLQP) a bonus. 3+ years of experience in financial services as a Lead Advisor (corporate financial planning experience is preferred). Experience mentoring, managing, and elevating junior advisors or support staff. You know how to rally a team around a shared vision. Exceptional project management and organizational skills. You are a systems-driven professional who can successfully focus on client files, deadlines, and high-touch client needs consistently You see the big picture, looking beyond isolated financial products like investments or insurance to evaluate a client’s entire financial ecosystem COMPENSATION The base salary for this position ranges from $85,000 to $110,000, commensurate with your depth of experience and qualifications. The final interview will include an assignment to showcase your knowledge and experience. Qualifications Demonstrated expertise in Financial Planning and Financial Advisory, with a track record of building and maintaining client relationships. Strong Finance and Investments knowledge, including portfolio construction, risk management, and market analysis. Experience in Retirement Planning, including income strategies, tax-efficient withdrawal plans, and long-term wealth preservation. Relevant professional designation (e.g., CFP, CFA, CPA, or equivalent) and post-secondary education in finance, economics, business, or a related field. Excellent analytical, quantitative, and problem-solving skills, with the ability to translate complex concepts into clear, actionable advice. High level of integrity, sound judgment, and commitment to regulatory compliance and ethical standards. Strong communication and presentation skills, with the ability to work collaboratively in a hybrid environment and mentor junior team members. Experience in advisory roles supporting diverse industries or entrepreneurial clients is an asset. Benefits: Company events Extended health care Life insurance On-site gym On-site parking Flexible language requirement: French not required Experience: direct Financial planning: 3 years (required) Licence/Certification: CFP (required) Work Location: In person Please share your resume. We are looking to your "why" we should have a conversation. MillerNet HR & Business Solutions and Ocean 6 are equal opportunity employers. Only those selected for an interview will be contacted. You must be in Vancouver; you must have the credentials to be a SENIOR wealth advisor. If you are light on the senior side, tell me why we should talk!

Deliver high-end financial services by developing holistic financial plans and presenting detailed analyses to clients. Lead a team of advisors while managing client communications, portfolios, and staying updated on industry regulations.

Candidates must hold a bachelor's degree in a related field and a CFP certification with at least 3 years of experience in financial services. Proven expertise in managing client relationships, mentoring staff, and understanding complex financial ecosystems is required.

• Company events • Extended health care • Life insurance • On-site gym • On-site parking

• Project managementPreferred

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Financial Advisory
• Portfolio Management
• Risk Management
• Retirement Planning
• Tax Planning
• Investment Management
• Client Relationship Management
• Project Management
• Leadership
• Mentoring
• Market Analysis
• Financial Analysis
• Business Development

• Finance & Accounting
• Management & Leadership
• Consulting

Minimum education

Professional degree

Minimum experience

5+ years

Apply by

Jan 17, 2027

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available