Senior Wealth Advisor

Join an established wealth management practice and play a key role in its next chapter.

Our client is a well-established wealth management practice in Vernon, BC , seeking an experienced Senior Wealth Advisor as part of a planned succession.

The successful candidate will join an experienced team and develop long-term relationships with high-net-worth individuals, families, and business owners.

The Role

Working alongside an established Senior Wealth Advisor and support team, you'll provide sophisticated, holistic wealth advice across areas including:

• Comprehensive wealth and financial planning
• Tax planning and wealth structuring
• Estate and succession planning
• Investment and portfolio management
• Business-owner and high-net-worth client strategies
• Long-term relationship management

The practice has strong roots in the Vernon community and is looking for someone who values relationships, professionalism, and becoming a trusted advisor to clients over the long term.

What We're Looking For

We're seeking an experienced wealth advisor with:

• Significant experience working with high-net-worth clients
• Strong financial planning and wealth management expertise
• Experience with tax and estate planning
• Excellent relationship-building and communication skills
• A strong connection to, or interest in, the Vernon/Okanagan community
• The maturity and experience to work with sophisticated clients
• A collaborative, team-oriented approach

A CFP, CIM, CPA/CA or similar professional designation is an asset. A CA/CPA background would be particularly valuable given the practice's emphasis on tax and estate planning, but is not required.

Why Consider This Role?

A chance to join an established practice with experienced professionals, strong client relationships, and a clear succession plan, while building your long-term career in Vernon and the Okanagan .

If you're an experienced wealth advisor looking for your next chapter in Vernon, we'd welcome a confidential conversation.