Career
Opportunities

Working with Smart Investments

Smart Investments challenges notions of how finance typically looks: rigid services often dominated by white men in suits. The firm's structure is not built on a hierarchy; rather, it is cooperative and collaborative in nature.

Smart Investments' core tenet is being an anti-oppressive and anti-racist space, for staff as well as clients. Committed to providing equitable opportunities for employees, Smart Investments pays thriving wages and nurtures its team through a lens of justice, equity, diversity, and inclusion. We learn from those who are oppressed, marginalized and/or racialized—including Black and Indigenous folks, people of colour, people who are disabled, queer, trans, non-binary, people whose bodies are shamed—so that we can continue to serve these communities better.

Justice, Equity, Diversity, and Inclusion (JEDI)

We value each piece of this important acronym, to create an inclusive space where everyone can thrive.

Diversity in the workplace, without a lens of justice and equity, can mean that marginalized folks are part of a team, perhaps on a tokenized basis, or without a voice in decision-making. Instead of tokenized diversity, we aim for an equitably inclusive space where all team members are invited to the table for less hierarchical decision-making.

If you are:

  • Indigenous

  • Black

  • Racialized, or a Person of Colour

  • LGBTQ2SIA+ (Lesbian; Gay; Bisexual; Trans; Queer; Two-Spirit; Intersex; Asexual)

  • Non-binary

  • Managing gender or name changes

  • Neurodivergent

  • Low income

  • Living with disabilities (visible or invisible)

  • Speaking English as a second, third, or additional language

  • Dealing with marginalization of any kind

you are wholly welcome here. We aim to make our services—and employment opportunities—available with low or no barriers. You deserve employment security, no matter what your background or lived experiences are.

CURRENT OPPORTUNITIES

Associate Financial Advisor

Location: Ideally North Vancouver BC

Type: Ideally ‘Hybrid’, in-office/remote

If the successful applicant is elsewhere in British Columbia, we are open to a fully remote position.

Compensation: T4A commission split with Smart Investments & Insurance Services Ltd

Who are we seeking for the role? Our goal is to onboard a values-aligned Financial Advisor to facilitate continued growth of our client base. If you are a (rare!) Financial Advisor who “walks two worlds” (challenging capitalism while working effectively within it; journeying in anti-oppression while operating in capitalism; walking the JEDI walk in an industry not best known for its progressiveness), we want to hear from you!

Why Smart Investments? At Smart Investments, we know that success comes from community, collaboration, and authenticity. We provide our team with the tools, resources, and mentorship needed to grow a thriving practice within a supportive, inclusive environment. With incoming referrals, we offer a unique opportunity to build a practice while maintaining your independence.

We understand that building a thriving practice requires robust logistical support. That’s why we offer flexible options to meet your business needs, including:

  • Office and meeting room space: choose from a contemporary co-working / hot desk space or upgrade to a private desk or office as an optional add-on, giving you the flexibility to scale your workspace over time.

  • Microsoft and IT ecosystem: we take care of access to the full suite of Microsoft tools, including a smartinvestments email address as well as IT support.

  • Administrative support: we offer the option to add admin assistance, giving you the flexibility to expand your business at a manageable pace - without the need to handle the HR or operational aspects of having admin support.

At Smart Investments, we’re committed to providing what you need to succeed, so you can focus on what matters the most - working with clients and building your business.

What could the role entail?

  • Building your own book of investment and insurance business: onboard new clients from start to finish, service them over time, grow your client base with support from our established brand and strong referrals

  • Opportunity for shared client servicing: work alongside our experienced team to service select blocks of Smart Investments' existing clients. This may include Group RRSP plan members, clients in specific age demographics, and more.

  • Growth opportunities: explore new business opportunities externally and within our existing client base to deepen relationships and enhance service offerings.

  • Community outreach: lead financial literacy workshops to empower folks with essential knowledge about financial security and retirement planning.

Requirements

  • Mutual fund license in BC

  • Life, accident, sickness insurance license in BC

  • 1 or more years working as a Financial Advisor and/or Licensed Investment Funds Advisor

  • Strong desire to build and grow your own book of business while also benefitting from the support and infrastructure of our well-established brand

‘Nice-to-haves’

  • Already an Investia advisor? Transitioning to Smart Investments will be a breeze

  • RIS designation

  • CFP or other designation 

Ready to join us?

If you're passionate about providing values-aligned financial advice and are looking for a place to grow your practice with independence within a supportive team—we’d love to hear from you!

How to apply: Please email why you are interested in working at Smart Investments to kelsey@smartinvestments.bc.ca. We welcome applications in the traditional format of a cover letter and resume; or a creative format, if you prefer (e.g., a video, slideshow, or other creative method).