Wealth Services Assistant

3 months ago

Surrey, Canada Envision Financial, a division of First West Credit Union Full time

We are currently seeking a Wealth Services Assistant to join our team at our Sunshine Hills Envision Financial Branch.

The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include: assisting in the preparation of client meetings, transaction documentation and participating in campaigns or special projects. Please note, this role may be required to work out of a wealth management centre.

**Here’s what would be included as a part of your typical day**
- **Member Transactions**: Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within established timeframe to ensure transaction has been processed.
- **Marketing Support**: Organizes on or off-site seminars; prepares invitations and follows up with members to confirm attendance; identifies potential new members/prospects.
- **Administrative Support**: Monitors the advisor’s diary and ensures annual review letters are prepared, as required; identifies upcoming reviews and ensures appointment is made; prepares queries on member data; starts the financial plan for the Senior Wealth Advisor to complete; completes any required documentation as instructed by advisor; maintains up to date and accurate member files.
- **Trades**: Discusses and process trades when required on behalf of the member.
- **Risk Management**: Maintains a professional standard of conduct at all times while promoting a positive image of the organization. Ensures compliance with all audit and risk management requirements and all other internal policies.

**Required Skills, Experience & Qualifications**
- High School Diploma required
- **Note**: Some employees in this role will be required to become licensed depending on the Senior Wealth Advisors they are assigned to support.
- 2 years in a financial institution or brokerage firm as an investment advisor assistant required
- 1 year of experience in an administrative or marketing role preferred
- Demonstrated interpersonal and written communication skills
- Proven organizational skills with attention to detail
- Ability to multi-task and prioritize tasks to meet deadlines
- Proficient in computer software programs, e.g. Microsoft Office, banking software and customer relationship management programs.
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

**Why work for us?**

We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:

- A competitive base salary plus performance-based incentive compensation
- Annual merit pay increases
- Flexible benefits as well as support for retirement benefits
- Vacation time, a flexible “Day4U” and the option to purchase up to five additional vacation days
- Other financial perks such as our Employee Banking Advantages which includes waived or reduced financial service fees, reduced rates on personal loans, mortgages and no-interest loans on lifestyle-related items that promote health, wellness, learning and business aptitude

In addition, you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.

**Diversity & Inclusion**:

  • Wealth Planning Assistant

    2 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Title: Wealth Planning AssistantProspera Credit Union is seeking a highly skilled and motivated Wealth Planning Assistant to join our team. As a key member of our financial services team, you will be responsible for providing exceptional support to our Investment Advisors and wealth customers.Key Responsibilities:Respond to and carry out customer...

  • Wealth Planning Assistant

    2 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Title: Wealth Planning AssistantProspera Credit Union is seeking a highly skilled and motivated Wealth Planning Assistant to join our team. As a key member of our financial services team, you will be responsible for providing exceptional support to our Investment Advisors and wealth customers.Key Responsibilities:Respond to and carry out customer...

  • Wealth Planning Assistant

    1 week ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Title: Wealth Planning AssistantAbout the Role:We are seeking a highly skilled and detail-oriented Wealth Planning Assistant to join our team at Prospera Credit Union. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and...

  • Wealth Planning Assistant

    1 week ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Title: Wealth Planning AssistantAbout the Role:We are seeking a highly skilled and detail-oriented Wealth Planning Assistant to join our team at Prospera Credit Union. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and...

  • Wealth Planning Assistant

    3 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Summary:Prospera Credit Union is seeking a highly skilled Wealth Planning Assistant to join our team. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and sales and service activities.Key Responsibilities:Respond to and...

  • Wealth Planning Assistant

    3 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Summary:Prospera Credit Union is seeking a highly skilled Wealth Planning Assistant to join our team. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and sales and service activities.Key Responsibilities:Respond to and...

  • Wealth Planning Assistant

    3 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job SummaryProspera Credit Union is seeking a highly skilled and detail-oriented Wealth Planning Assistant to join our team. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and sales and service activities.Key...

  • Wealth Planning Assistant

    3 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job SummaryProspera Credit Union is seeking a highly skilled and detail-oriented Wealth Planning Assistant to join our team. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and sales and service activities.Key...

  • Wealth Planning Assistant

    2 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Opportunity at Prospera Credit UnionWe are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Assistant. As a key member of our Central City Advice Centre, you will play a vital role in supporting our Investment Advisors and wealth customers.Key Responsibilities:Provide administrative support to Investment Advisors,...

  • Wealth Planning Assistant

    5 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Opportunity at Prospera Credit UnionWe are seeking a skilled Wealth Planning Assistant to join our team at Prospera Credit Union. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers.Key Responsibilities:Respond to customer requests and inquiries, including administrative...

  • Wealth Planning Assistant

    5 days ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Opportunity at Prospera Credit UnionWe are seeking a skilled Wealth Planning Assistant to join our team at Prospera Credit Union. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers.Key Responsibilities:Respond to customer requests and inquiries, including administrative...

  • Wealth Planning Assistant

    2 weeks ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job Opportunity at Prospera Credit UnionWe are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Assistant. As a key member of our Central City Advice Centre, you will play a vital role in supporting our Investment Advisors and wealth customers.Key Responsibilities:Provide administrative support to Investment Advisors,...

  • Wealth Planning Assistant

    2 months ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiring Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches,...

  • Wealth Advisor

    3 months ago

    Surrey, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Wealth Advisor to join our Envision Financial team. The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. The role will work to consolidate...

  • Wealth Planning Assistant

    1 month ago

    Surrey, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiring Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24...

  • Wealth Management Associate

    1 month ago

    Surrey, British Columbia, Canada National Bank Full time

    Position: Wealth Management AssociateCompany: National BankDemonstrate your capability to collaborate effectively with clients and team membersAssist financial advisors in delivering outstanding client serviceGain the chance to distinguish yourself and contribute positively to the organization

  • Client Wealth Coordinator

    1 month ago

    Surrey, British Columbia, Canada Prospera Credit Union Full time

    Join the Prospera Credit Union Team With a legacy of nearly 80 years dedicated to serving local communities, Prospera Credit Union stands as a community-oriented, purpose-driven organization that provides a comprehensive array of financial products and services. As one of the largest credit unions in British Columbia, we proudly manage approximately...

  • Wealth Associate

    4 months ago

    Surrey, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors...

  • Wealth Management Co-op Opportunity

    1 month ago

    Surrey, British Columbia, Canada Scotiabank Full time

    Is this position suitable for you? In this role, you will: Provide high-level assistance to the Advisor team(s) by: Processing client inquiries and facilitating the establishment of new accounts promptly and efficiently. Accurately maintaining and documenting all necessary client files and information, ensuring follow-up and escalation as needed....

  • Professional Assistant Branch Manager Wealth

    2 weeks ago

    Surrey, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $91,200 - $136,800 CAD This role is responsible for providing sales leadership, talent recruitment, effective partner relationships and the consistent delivery of a legendary client experience. Primary Businesses: Private Investment Advice, Private Investment...