Associate (Client Service/financial Planning)

1 day ago

Vancouver, Canada Pathfinder Asset Management Limited Full time

**Associate (Client Service/Financial Planning) in Vancouver, BC**

Pathfinder Asset Management Limited is a full-service wealth advisory firm with offices in Vancouver and Edmonton, serving clients across Canada.

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 Service _

**Overall Role**

**Responsibilities: Client Service and Financial Planning Support (100%)**

Ø Coordinate new client onboarding, including paperwork, transfers, and administrative setup

Ø Respond to and resolve client inquiries with accuracy and professionalism

Ø Assist in developing and maintaining client financial plans

Ø Support the Wealth Advisory Team with account reviews and ongoing client service needs

Ø Prepare and organize annual client review packages, tax packages and meeting materials

Ø Contribute to portfolio reviews, performance reporting, and proposal preparation

Ø Draft and process client account trades for advisor approval

Ø Collaborate on portfolio construction and investment research

Ø Engage in business development activities and client relationship initiatives

**Preferred Qualifications**

Ø Post-secondary education preferred; equivalent experience will be considered

Ø Completion of the Canadian Securities Course (CSC) considered an asset

Ø Demonstrated interest and skills in financial planning an asset

Ø Excellent verbal and written communication skills

Ø Commitment to high ethical standards and professional integrity

Ø Exceptional attention to detail with a focus on quality client service

Pay: From $65,000.00 per year

**Benefits**:

- Company events
- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- Tuition reimbursement
- Vision care

Ability to commute/relocate:

- Vancouver, BC V6E 3X1: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Are you OK with credit, criminal, employment, and education background check conducted by a third-party?

**Language**:

- English (required)

Work Location: In person

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