Bayshore Wealth
Location
North Vancouver, BC | Canada
Job description
Bayshore Wealth, with iA Private Wealth, seeks seasoned wealth advisors.
We are a dedicated, committed team of experienced wealth advisors who are looking for seasoned investment advisors to join our growing group on the North Shore.
Bayshore Wealth is proud to be an independent advisor team under iA Private Wealth*. iA Private Wealth offers holistic, tailored wealth solutions through a network of more than 500 independent Investment Advisor and Portfolio Manager teams. With over $48 billion in assets under administration, iA Private Wealth is the partner of choice for discerning investors and advisors across Canada.
At Bayshore Wealth, with iA Private Wealth, our focus is relationships. We take the time to know our clients and strive to be their lifelong financial partner. We offer our clients an unwavering commitment to achieving their financial goals through tailored wealth plans. Our informed and unbiased guidance aims to help our clients build a legacy of financial success for generations to come regardless of income or stage of life.
By creating comprehensive and personalized Wealth Management Plans, we focus on the management of risk through income planning and projecting, tax advantage planning, estate preservation, and trust management. With decades of experience and expertise in investments, insurance, and tax planning, we are committed to providing honest, clear, and sound financial advice for our clients.
We are located in Edgemont Village in beautiful North Vancouver and are looking to add additional proactive advisors with experience and knowledge behind them. We are seeking advisors who are currently active in the industry, whose aim is to enhance the financial outlook and wealth for their clients long-term, and continue to grow their existing book of business.
If you have an existing book of business and are looking to be a part of a dynamic and progressive group of experienced advisors, reach out to me.
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