Wealth Associate Vancouver Client Service

Join BFL CANADA’s Vancouver office as a Client Service Associate in the Real Estate division. This hybrid role emphasizes service excellence and organization in client documentation. As a Client Service Associate, you’ll support the Client Service Manager and Client Executive to deliver top-notch service. Enjoy a supportive career path with training, a...

TD Private Wealth Management à Vancouver recherche un(e) Associé(e) Service à la clientèle pour soutenir un Investment Advisor et son équipe. Vous assurerez un support administratif dédié, préparerez des documents et resterez disponible pour répondre aux demandes des clients et du personnel. Le poste exige un diplôme universitaire ou collégial,...

CIBC’s Wood Gundy team seeks a Client Support Associate to support investment advisors, manage portfolios, and help grow business with high-net-worth clients. You will engage clients to uncover opportunities and enhance their experience in a dynamic brokerage environment. On-site full-time role in Vancouver with a base salary range noted. You will interact...

CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations.Candidates should have 2+ years in financial services operations, strong communication, and proficiency in MS Office. A...

ScotiaMcLeod, a Scotia Wealth Management® firm, seeks an Administrative Associate in Vancouver to support Wealth Advisors with client service, day-to-day trading, and efficient office administration. You will help manage client inquiries, coordinate materials and events, and assist in tracking opportunities to grow assets and revenue, contributing to a...

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions. The role offers a hybrid work environment and involves managing client files, producing reports, and ensuring compliance. Candidates should have a relevant diploma, two years of...

Elevate your career in client services with Stenner Wealth Partners+ in Vancouver. This licensed Associate role offers a chance to engage with high-net-worth clients and manage wealth efficiently. As a Senior Associate, you'll focus on delivering exceptional, proactive service to affluent clients while collaborating within a highly successful wealth...

A leading investment management firm in Vancouver is seeking a Private Client Service Associate. In this role, you will support investment professionals and deliver exemplary service to high-net-worth clients. With a minimum of 5 years of experience and strong communication skills, you'll thrive in a dynamic, client-focused environment. The starting salary...

Job Description The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team. What is the opportunity? We are looking for a driven professional who can bring empathy and a commitment to quality client service to our...