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: Commission split with Smart Investments & Insurance Services Ltd
If you are a (rare!) Financial Advisor who “walks two worlds”, or yearns to do so (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!
With a high volume of incoming referrals, we aim to onboard a values-aligned Financial Advisor to facilitate continued growth of our client base.
The specific job title, job description, commission and benefits will be customized with and for the successful applicant, based on their strengths, areas of interest, and desired job structure. This is our organization's first job posting of this nature, therefore it will be a work in progress to find the right structure and "compensation recipe" for the successful applicant.
What will this role look like and who are we seeking for the role? This is a person-first job posting, rather than a job-first posting: find the right person, then collaboratively build the job description around that person's strengths, areas of interest, and desired compensation structure.
Ideally, you are building your own book of investment and insurance business (onboarding new clients from start to finish, servicing thereafter). Whether you do your own administrative work (e.g., processing trades and KYC updates yourself) on this book, or whether our Operations Team assists you with this, will depend on whether you opt for a higher or lower commission split.
Other items this role may include:
Sharing commission and servicing of select blocks of Smart Investments' existing clients, e.g., Group RRSP plan members, clients within certain age demographics, clients with certain ranges of investable assets, clients with specific account types
Identifying new business opportunities within existing client base
Financial literacy ("outreach") workshops for the community
Requirements
Mutual fund license in BC
1 or more years working as a Financial Advisor and/or Licensed Investment Funds Advisor
‘Nice-to-have’s
If you’re already an Investia advisor, onboarding here will be a breeze
Life, accident, sickness insurance license
RIS designation
CFP or other designation
How to apply: Please email why you are interested in working at Smart Investments to kelsey@smartinvestments.bc.ca. Before all else, we are seeking someone who is the right fit for our organization. A commitment to principles of social justice and inclusion are a ‘must’, so before anything else, we would like to know if you'd be a good fit with our team in that regard. If/when you do decide to apply, 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).