Website Brink & Associates – Harbourfront Wealth Management
We are seeking a motivated and detail-oriented Associate Financial Planner to join our team. This role is ideal for someone passionate about helping clients achieve their financial goals while building a rewarding career in investment advisory services. You will work closely with our senior advisors, meet with clients to uncover financial planning and investment opportunities, and support the team in delivering exceptional service.
Salary: $60,000 – $120,000 / year.
Start Day: January 2026.
Key Responsibilities
Conduct client meetings to identify financial planning and investment needs.
Assist in preparing comprehensive financial plans and investment proposals.
Support advisors with client onboarding, account maintenance, and follow-up.
Analyze client portfolios and recommend strategies aligned with their goals.
Maintain accurate records and ensure compliance with regulatory standards.
Collaborate with team members to deliver a seamless client experience.
Qualifications
Completion or enrollment in the Canadian Securities Course (CSC) and willingness to obtain full licensing as an Investment Advisor.
Strong understanding of financial planning principles and investment products.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
High attention to detail and organizational skills.
Preferred Experience
Previous experience in financial services or client-facing roles.
Familiarity with CRM systems and financial planning software.
Why Join Us?
Opportunity to grow into a licensed advisor role.
Collaborative team environment focused on client success.
Competitive compensation and benefits package.
Contact Person: Ryan Brink
Please email your resume.
Drop off: 160A Oliver St, Williams Lake, BC V2G 1L8.
To apply for this job email your details to rbrink@harbourfrontwealth.com