Sales Advisor

Sales Advisor

Location: Vancouver, BC, Canada
Job Type: Full-Time
Compensation: Base + Commission
Schedule: Full-Time, Part-Time. Monday–Friday

About the Role

We are seeking a motivated and client-focused Sales Advisor to join our team. In this role, you will help individuals, families, and business owners develop personalized strategies designed around their goals, priorities, and circumstances.

The ideal candidate is a strong communicator who enjoys building long-term client relationships and has a genuine interest in planning, understanding, and management.

Responsibilities

• Meet with clients to understand their goals, needs, and priorities.
• Develop and present personalized strategies and recommendations.
• Assist clients within the scope of your role and applicable regulations.
• Build and maintain long-term relationships with clients.
• Monitor client portfolios and financial plans and recommend adjustments when appropriate.
• Explain concepts, products, and strategies in a clear and understandable manner.
• Develop new client relationships through networking, referrals, professional relationships, and other approved business-development activities.
• Maintain accurate client records and documentation.
• Work collaboratively with other professionals and members of the advisory team.

Qualifications

• Previous experience in Sales, Marketing, Management
• Strong interpersonal, communication, and presentation skills.
• Ability to establish trust and maintain professional client relationships.
• Strong analytical and problem-solving abilities.
• Self-motivated with excellent organization and time-management skills.
• Ability to work independently while contributing to a team environment.

What We Offer

• Competitive compensation and incentive opportunities.
• Comprehensive training and professional development.
• Opportunities for career advancement.
• Supportive team environment.
• Access to industry resources and technology.
• Other benefits.

Why Join Us?

We believe successful advising starts with understanding the client. Our team is committed to providing thoughtful, personalized service and helping clients make informed decisions about their future.

If you are relationship-oriented, driven, and interested in building a career in financial services, we'd like to hear from you.

Pay: $19.50-$30.00 per hour

Expected hours: 10.0 – 40.0 per week

Benefits:

• Dental care
• Flexible schedule
• Life insurance
• Work from home

Work Location: Hybrid remote in Vancouver, BC