Associate Advisor: Client Growth

A leading financial institution in Vancouver is seeking an Associate Wealth Advisor to join their team. The role involves providing proactive support and advice to clients while collaborating with an Investment Advisor team. Ideal candidates will have 4+ years in the investment industry, a financial planning designation, and exceptional communication skills....

A leading financial services firm in Vancouver is seeking a Private Counsel Associate to enhance regional growth through strategic recruiting and client engagement. The ideal candidate will have at least five years of relevant experience and a strong understanding of business development within financial services. Responsibilities will include onboarding new...

A leading financial services firm in Vancouver is seeking a Private Counsel Associate to enhance regional growth through strategic recruiting and client engagement. The ideal candidate will have at least five years of relevant experience and a strong understanding of business development within financial services. Responsibilities will include onboarding new...

A leading financial services firm in Vancouver is seeking a Private Counsel Associate to enhance regional growth through strategic recruiting and client engagement. The ideal candidate will have at least five years of relevant experience and a strong understanding of business development within financial services. Responsibilities will include onboarding new...

A leading financial institution is seeking a Business Development Associate in Vancouver. This role involves providing support to Investment Advisors, managing client relationships, and cold-calling to generate new business. Candidates should have financial services experience, strong organizational skills, and a commitment to client-first values. Work is...

A leading financial institution seeks a talented Associate Advisor to join their Vancouver branch. The role focuses on providing proactive support to clients and investment teams, leveraging strong customer service and relationship management skills. Candidates must have a financial planning background, including CFP or PFP designation, and a minimum of 4...

**Job Summary** **What is the opportunity?**: RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in downtown...

A leading Canadian bank in Vancouver is seeking a Financial Services Associate to support Financial Advisors in helping clients secure their financial futures. The role involves providing administrative support, creating strong client relationships, and engaging clients with a focus on their financial success. Candidates should be flexible to work varying...

A leading Canadian bank in Vancouver is seeking a Financial Services Associate to support Financial Advisors in helping clients secure their financial futures. The role involves providing administrative support, creating strong client relationships, and engaging clients with a focus on their financial success. Candidates should be flexible to work varying...

A leading financial services firm in Vancouver is looking for a Client Associate (IR Licensed) to build and manage client portfolios through dedicated relationship management. Responsibilities include collaborating with Investment Advisors to develop business opportunities and enhance client experience. Candidates need current accreditation in Canadian...