Senior Wealth Advisor

For Advisors Who Are Ready to Do Their Best Work

You've spent years building something meaningful: relationships rooted in trust, a practice you're proud of, a reputation that precedes you. The question now isn't whether you're capable. It's whether the platform around you is worthy of what you've built.

OceanFront Wealth Inc. (OceanFront) was built on a simple but uncompromising idea: that doing right by clients requires the freedom to do so. Independence wasn't a differentiator; it was a prerequisite. The group brings together two distinct areas of expertise: investment counsel through OFIC, and financial planning and insurance through OceanFront Wealth, each operating under its own entity, with one shared focus: the long-term wellbeing of the families and entrepreneurs we serve. We call that Return on Life.

What Independence Actually Means Here

Independence is used loosely in this industry. At OceanFront, it means something specific:

• Investment solutions chosen because they are right for clients, full stop. No product shelf economics, no branch quotas, no committee sign-off from head office
• A fiduciary, discretionary advice standard that is the foundation of how we operate, not a marketing line
• The ability to adopt better tools and capabilities, including AI and emerging technology, quickly and thoughtfully, without waiting on an institutional rollout
• A firm structure designed to support your whole life: your family, your health, and how you want to spend your time matter here as much as what happens during business hours

The Role

You are at the centre of client relationships. Clients call you when something meaningful is happening in their lives. That trust is yours to steward, and you'll have the team and infrastructure to honour it properly.

• Own and deepen long-term relationships with families, professionals, and business owners
• Lead sustained business development through referrals, professional networks, and intentional outreach; this is a core responsibility, not an afterthought
• Work closely with dedicated Financial Planners who bring depth and proactivity to every client situation
• Partner with Portfolio Management rather than managing portfolios in isolation
• Identify planning, insurance, and business-owner opportunities that genuinely serve clients' long-term interests
• Contribute to firm strategy, mentorship, and the continued evolution of the practice

Planning, administration, compliance, and operations have clear ownership here. You will not be rebuilding systems or carrying weight that belongs elsewhere. The infrastructure exists; your job is to lead within it, collaboratively and with purpose.

The Book & The Transition

We are selective about advisors and about clients. The right incoming book is planning-centric and relationship-driven, built around families, professionals, and/or business owners, and aligned with fiduciary, discretionary advice. Typically $40M–$150M+ AUM, though quality and structure matter more than size. How a book was built, and the relationships within it, tells us more than what it currently holds.

Moving a book is one of the most consequential professional decisions an advisor makes. Our transition process is structured, compliant, and deliberate, with early conversations kept exploratory and confidential. When a move makes sense, a clear phased framework protects client relationships and preserves momentum, with dedicated operational support throughout. The experience is designed to feel intentional, because it is. Reputation matters. So does retention.

Who Belongs Here

This role is for an advisor who cares deeply about where their practice and their clients belong for the long term. You likely:

• Believe financial planning is the foundation of real advice and that lasting client relationships are built on trust, not transactions
• Value working within a collaborative team structure where everyone plays to their strengths
• Are thoughtful about work-life integration and want to be part of a firm that takes that seriously
• Care about legacy: for your clients, for the families they're building, and for the practice you've spent years developing
• Are technologically fluent and curious, with the judgment to leverage emerging tools in ways that genuinely improve client experience
• Take regulatory obligations seriously and hold yourself to a high professional standard

If you feel structurally capped, underutilized, or like the platform around you isn't keeping pace with what you're capable of, this is worth a conversation.

Candidates must be registered, or eligible to be registered, as an Advising Representative (AR) with OFIC, a registered Portfolio Manager in British Columbia, with meaningful experience advising high-net-worth individuals, families, and/or business owners.

Preferred designations:

• TEP

Equivalent combinations of credentials and experience considered where alignment is clear.

Compensation at OceanFront Wealth Inc. is not an afterthought, and it is not built on guesswork. We benchmark rigorously against some of the best and most current market data available, because attracting and retaining serious advisors requires knowing what serious advisors are actually worth.

• Competitive base salary benchmarked against current market data
• Recurring revenue recognition: growth in recurring revenue is recognized and rewarded, not absorbed quietly into the firm
• New asset compensation: assets you bring through your relationships and business development translate into tangible, direct compensation
• Performance bonuses tied to the successful achievement of clearly defined OKRs; expectations are transparent, results are measurable, and the reward for delivering is real
• Deferred Profit Sharing Plan (DPSP)
• Hybrid work environment
• Equity participation

Let's Talk

Initial conversations are confidential, low-pressure, and exploratory. No pitch. No rush.

The right move should elevate your clients' experience and your own capacity to do meaningful work, and it should fit your life, not compete with it.

If this resonates, professionally and personally, we'd welcome a conversation.

Our Commitment to Inclusive Hiring

OceanFront Wealth Inc. is committed to building a team that reflects the diversity of the clients and communities we serve. We welcome applications from all qualified candidates and are proud to be an equal opportunity employer.

We do not discriminate on the basis of race, colour, ancestry, place of origin, religion, marital status, family status, physical or mental disability, sex, sexual orientation, gender identity or expression, or age. Accommodations are available on request for candidates taking part in any aspect of the selection process. If you require accommodation, please let us know and we will work with you to meet your needs.

OceanFront Wealth Inc. is the parent company of the OceanFront group, comprising OceanFront Wealth (financial planning and insurance) and OceanFront Investment Counsel Inc. (OFIC), the portfolio management arm. OFIC is registered as a Portfolio Manager in B.C., Alberta, Manitoba, and Ontario, and as an Investment Fund Manager in B.C. and Alberta.

#J-18808-Ljbffr