Financial Advisor

Employer: Simplyai

Location: Surrey, British Columbia

Salary: $80,000.00 to $120,000.00 annually

Financial Planner ? Wealth Management: Location: Surrey & Abbotsford, BC: Work Type: Full-time, In-person: Schedule: Monday?Friday, 9:00 AM?5:00 PM: About the Opportunity: Our client is a boutique wealth management practice with over 30 years of experience serving affluent individuals, families, and business owners.: They are looking for an experienced Financial Planner who enjoys building long-term client relationships and providing comprehensive financial advice beyond traditional sales and product-focused environments.: You'll work closely with senior advisors and a collaborative team to provide personalized financial planning, investment management, risk management, and wealth strategies.: Key Responsibilities: Manage and advise a portfolio of client families.: Develop comprehensive personal and business financial plans.: Assess clients? goals, investment objectives, risk tolerance, and financial needs.: Develop and implement investment and portfolio recommendations.: