Associate, Client Service/Financial Planning

7 days ago

Vancouver, Canada Pathfinder Asset Management Limited Full time

Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with office presence in Vancouver and Edmonton.Since the beginning, our focus has been the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results.Pathfinder holds true to its Equally Invested culture, where employees pay same fees and invest in same mandates as clients. We develop trusting relationships with our clients by aligning our interests with investors, utilizing consistent approach to investment management, and providing high level of service and transparency.Pathfinder Core Values: Equally Invested, Integrity, Humility, and Exceptional ServiceOverall RoleWorking within the Client Service and Wealth Advisory team, the Associate position plays a key role in supporting advisors and delivering an exceptional client experience. This position is responsible for managing day-to-day client service needs, including preparing and maintaining financial planning documents, coordinating account administration, and ensuring accurate and timely follow-through on client requests. The ideal candidate is proactive, client-focused, and eager to grow their knowledge of financial planning concepts, helping to ensure that clients feel supported and confident in every stage of their financial journey.Job DescriptionClient Service and Financial Planning Support (100%)Coordinate new client onboarding, including paperwork, transfers, and administrative setupRespond to and resolve client inquiries with accuracy and professionalismAssist in developing and maintaining client financial plansSupport the Wealth Advisory Team with account reviews and ongoing client service needsPrepare and organize annual client review packages, tax packages and meeting materialsContribute to portfolio reviews, performance reporting, and proposal preparationDraft and process client account trades for advisor approvalCollaborate on portfolio construction and investment researchEngage in business development activities and client relationship initiativesPreferred QualificationsPost-secondary education preferred; equivalent experience will be consideredCompletion of the Canadian Securities Course (CSC) considered an assetDemonstrated interest and skills in financial planning an assetExcellent verbal and written communication skillsCommitment to high ethical standards and professional integrityExceptional attention to detail with a focus on quality client service #J-18808-Ljbffr

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