Bilingual Client Services Associate – Advisor Support
1 week ago
A prominent wealth management firm in Vancouver seeks a Bilingual Client Service Associate to provide expert support in a hybrid role. The ideal candidate will exhibit fluency in English and French, along with strong analytical and communication skills. Responsibilities include managing client inquiries, providing training, and ensuring excellent service delivery. Those with prior back-office experience in a CIRO environment will be preferred. This full-time position emphasizes teamwork and efficiency in a fast-paced setting.
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Client Services Associate
2 weeks ago
Vancouver, Canada Harbourfront Wealth Management Full timeWho we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...
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Client Services Associate
4 weeks ago
Vancouver, Canada Harbourfront Wealth Management Full timeWho we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...
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Client Services Associate
1 week ago
vancouver, Canada Harbourfront Wealth Management Full timeWho we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...
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Client Services Associate
1 week ago
Vancouver, Canada Harbourfront Wealth Management Full timeHarbourfront Wealth Management provided pay range This range is provided by Harbourfront Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$50,000.00/yr - CA$55,000.00/yr Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and...
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Client Services Associate
4 weeks ago
Vancouver, Canada Harbourfront Wealth Management Full timeWho we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...
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Client Services Associate
4 weeks ago
Vancouver, BC, Canada Harbourfront Wealth Management Full time €55,000 - €60,000Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...
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Associate Advisor
6 days ago
Vancouver, Canada Royal Bank of Canada Full time**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 SW Marine...
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Client Services Associate
1 week ago
Vancouver, Canada RGF Integrated Wealth Management Full timeAssociate Financial Advisor & Associate Portfolio Manager at RGF Integrated Wealth Management RGF Integrated Wealth Management, a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for a Client Services Associate who can provide outstanding organizational and administrative support to a Financial Advisory...
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Client Services Associate
1 week ago
Vancouver, British Columbia, Canada Harbourfront Wealth Management Full timeWho we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...
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Client Services Associate, Advisor Support
2 weeks ago
Vancouver, Canada Harbourfront Wealth Management Inc. Full time**Who we are**: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...