Associate Financial Advisor

Job Description

<p><h3>Senior Portfolio Manager at Luft Financial with iA Private Wealth Inc.</h3>
<p><b>Company Description</b></p>
<p>Luft Financial, part of iA Private Wealth Inc., is a trusted team of Portfolio Managers and Investment Advisors committed to helping individuals and families achieve financial peace of mind. By gaining a deep understanding of clients’ goals, the team creates and manages portfolios with care, offering an active and strategic approach to diversification. Clients benefit from discretionary portfolio management, transparent fee structures, and personalized service through a dedicated advisor as their single point of contact. Luft Financial also emphasizes financial literacy through seminars and courses, empowering individuals to make informed investment and retirement planning decisions. Based in Canada, Luft Financial operates under iA Private Wealth and is a member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada (IIROC).</p>
<p><b>Role Description</b></p>
<p>This is a full-time, on-site role based in Vancouver, BC, for an Associate Financial Advisor. The role involves providing comprehensive financial planning services, including retirement planning and investment strategy development, under the mentorship of experienced advisors. The Associate Financial Advisor will collaborate closely with clients to develop tailored financial solutions, offer professional advice on investment opportunities, and monitor portfolio performance. Responsibilities also include supporting senior financial advisors, preparing financial reports for clients, and ensuring compliance with regulatory guidelines.</p>
<p><b>Qualifications</b></p>
<ul>
<li>Practical knowledge and skills in Financial Planning, Retirement Planning, and Financial Advisory.</li>
<li>Understanding of Finance, Investments, and wealth management strategies.</li>
<li>Excellent communication and interpersonal skills for building client relationships.</li>
<li>Proficiency in financial reporting, analysis software, and market research tools.</li>
<li>Strong organizational skills, attention to detail, and the ability to prioritize tasks effectively.</li>
<li>Completion or progress toward relevant certifications (e.g., CFP, CIM, or related designations) is beneficial.</li>
<li>Experience in financial services or wealth management is an asset.</li>
</ul></p>
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