Are you best-obsessed?

We are unabashedly driven by a passion for excellence.

If you thrive on solving complex challenges, crafting intelligent strategies, and delivering results that astonish, you might be our person.

Why Westmount?
A Culture Driven by Purpose

We pride ourselves on delivering exceptional, personalized solutions to high-net-worth families, business owners, and professionals.

Here, you’ll find more than a workplace; you’ll find a purpose.

Our responsibility as a fiduciary means that every decision is driven by one guiding principle: doing what’s best for our clients. From managing client’s investments to offering comprehensive retirement, estate, and insurance planning, our work directly impacts the lives of the people we serve.

If you’re passionate about delivering exceptional financial solutions and want to be part of a dynamic, independent, employee-owned firm, we’d love to hear from you.

We Don’t Do Average. Neither Should Your Paycheck.

  • Compensation

    At Westmount Wealth, we believe in recognizing and rewarding the dedication and expertise of our advisors.

    Our comprehensive advisor compensation structure is designed to empower your financial growth alongside the firm and is tailored to truly reflect the value you bring. From providing a competitive base and growth opportunities to ongoing support and professional development, we’re committed to our shared success.

  • Share Ownership

    At Westmount Wealth, advisors have a unique opportunity to become shareholders.

    This is more than just an investment; it’s a chance to align with an organization that values collaboration and shared success. Becoming a shareholder reflects the trust and commitment placed in our advisors, offering them a meaningful way to share in the firm's achievements and growth.

    This opportunity is a testament to the importance we place on fostering a sense of partnership and belonging among our team.

  • Medical Plan

    At Westmount Wealth, we prioritize the well-being of our advisors by offering a comprehensive medical plan designed to support you and your family.

    With coverage that addresses a wide range of health needs, we ensure you have the peace of mind to focus on what matters most—your clients and your career. This benefit reflects our commitment to taking care of our team, recognizing that your health and happiness are essential to your success.

    At Westmount Wealth, we invest in you because you’re an integral part of our shared vision for growth and excellence.

  • Support

    At Westmount Wealth, we provide advisors with access to every tool imaginable to support their success.

    From cutting-edge technology and comprehensive investment solutions to personalized training and dedicated resources, we ensure you have everything you need to excel. Our commitment is to empower you with the tools, knowledge, and support to deliver exceptional value to your clients while building a thriving practice.

    When you join us, you’re not just part of a team—you’re backed by a network that invests in your growth and success every step of the way.

What set Westmount apart from the other firms I considered was its outstanding culture, highly collaborative team, and forward-thinking approach. Having worked with many different firms in the past, I had never encountered a team so genuinely committed to their clients. From the moment I spoke with them, I knew this was something I wanted to be a part of.

Lisa Carter | CFP®, CLU®, CIM®

Wealth Advisor, Financial Planner
Westmount Wealth Management Inc.

Insurance Advisor
Westmount Wealth Planning Inc.

Open Positions

Senior Investment Analyst

Vancouver, Qualicum Beach or Remote

Senior Financial Planner

Vancouver, Qualicum Beach or Remote

Location

Position