OPEN
Lead Advisor
Join a small, entrepreneurial wealth advisory team that puts comprehensive planning and client relationships at the centre.
Vancouver, BC
On-site
The Company
Our client is a Vancouver-based, boutique financial planning and wealth advisory firm working with incorporated professionals, entrepreneurs and business owners. The team helps clients make connected decisions across their business and personal finances, bringing planning, investment management and insurance together in one coordinated approach.
The firm has built its practice around long-term relationships and thoughtful advice. Advisors work closely with clients and their accountants, lawyers and other professional partners on decisions involving corporate structure, retained earnings, tax, succession, estate planning and intergenerational wealth. It is a close-knit team with a clear point of view on the value of great planning.
The Opportunity
This is a chance for an experienced advisor to join a growing practice at an important point in its evolution. The firm is investing in more capacity for client relationships and looking for someone who can help carry its planning approach forward. You will join established client work, learn how the team serves its clients and steadily take the lead in more meetings, recommendations and ongoing relationships.
The work is varied and genuinely advisory. A client’s first question may open into a wider conversation about their company, family, cash flow, tax position or long-term plans. You will bring curiosity and sound judgement to those conversations, make complex ideas easier to understand and help clients move forward with confidence. Senior advisors and associates work closely together, so your experience will shape both client outcomes and the strength of the team.
What You'll Own
Build trusted relationships with incorporated professionals, entrepreneurs and business owners, taking on greater ownership as you learn the practice.
Prepare for and lead client meetings, annual reviews and planning conversations with care and confidence.
Develop and explain comprehensive recommendations across personal and corporate financial needs.
Connect the details across cash flow, retained earnings, investments, tax, retirement, insurance, estate planning and succession.
Coordinate with senior advisors, associates and clients’ professional partners to keep advice connected and next steps moving.
Manage client requests, files, deadlines and follow-through so clients feel informed and well supported.
Share your experience with associate advisors through collaborative client work, practical coaching and feedback.
What You Bring
Progressive financial services experience and a record of leading client relationships.
CFP designation or active pursuit with a clear timeline.
Confidence discussing complex financial matters and coordinating advice across a client’s business and personal life.
Warm, polished communication and the ability to make complex ideas clear to busy clients.
Excellent preparation, organization and follow-through across a busy client workload.
Curiosity, sound judgement and a collaborative approach to working with senior advisors and associates.
A genuine interest in developing people and building a long-term career in advice.
A degree in finance, economics or business, or equivalent relevant experience, is an asset.
Experience serving incorporated professionals or business owners; corporate planning experience is an asset.
Why This Role
Bring your experience to a firm where planning is central to the client relationship and the work reaches well beyond a single investment decision. You will have the opportunity to build deep relationships with business owners, work through consequential financial questions and see the impact of good advice over time. The team is small enough for your contribution to matter and experienced enough to give you strong colleagues to learn and build with.
Work with a distinctive client group and the complexity that comes with business-owner planning.
Build lasting relationships through a high-touch, coordinated advisory model.
Grow into meaningful client leadership with support from experienced advisors.
Help shape a collaborative team and contribute to associate development.
Compensation & Total Rewards
Target base salary: $85,000–$120,000 annually
Commission, bonus + profit sharing
Extended health and dental benefits
On-site parking, gym, sauna and cold plunge
Please note - the salary range for this position is structured to reflect different stages of proficiency within the role. Compensation at the lower end applies to individuals developing core competencies, while higher compensation is associated with demonstrated expertise and sustained performance. Final offers are determined by the client based on candidate experience and organizational requirements.
Outlier's Process
1
Apply
Submit your application through our online portal. A real human reviews every resume - no automated AI filtering here. We assess your experience, background, and alignment with current opportunities. If there’s a strong match, we’ll be in touch with next steps. If not, we keep your profile on file for future roles that may be a better fit. Depending on the scope of the search, Outlier may continue to manage the process end-to-end, or the client may take the lead directly from this point forward. In either case, we ensure a clear handoff and will let you know exactly what to expect next.
2
Outlier Interview
If your background aligns with what our client is looking for, we’ll schedule a live interview. This 30–45 minute conversation is designed to go beyond your resume. We’ll dig into your skills and experience, but more importantly, we want to hear your story - what motivates you, what you’re looking for next, and what makes you stand out. We also use this conversation to discuss compensation expectations upfront, ensuring alignment early and avoiding surprises later in the process.
3
Candidate Submission
Once we’ve met and confirmed alignment, shortlisted candidates are presented to our client. If selected to move forward, you’ll be asked to complete a short (10–15 minute) online assessment. This helps the client better understand your values, motivation, and work style, and supports a more thoughtful, well-rounded hiring decision.
4
Client Interviews and Beyond
Once candidates move forward, our clients review a well-rounded view of your profile — including your experience, our interview perspective, and assessment insights. From there, they identify who they’d like to meet directly. We act as an advocate and connector throughout, ensuring your strengths are clearly represented and that you’re supported with preparation, context, and timely feedback at every step. For finalist candidates, we further manage background checks, facilitate offers, and support on-boarding, providing support and acting as your coach right until the end.