Client Experience Associate

Client Experience Associate

Impact Wealth — Saint Andrews, NB

Full-Time | In-Office

If you're passionate about helping others while making a meaningful difference, we'd love to meet you. At Impact Wealth, we help families and entrepreneurs navigate life's most important financial decisions with clarity, access, and care. We are Atlantic Canada's first Certified B-Corp wealth advisory firm and a Best for the World employer — committed to using business as a force for good.

We're hiring a Client Experience Associate (CEA) to support our advisors and operations team, and to help deliver an exceptional client experience. This is a career-building role with a clear path toward licensing and long-term growth in wealth management.

About the Role

The CEA works closely with advisors and operations to support client meetings, manage workflows, complete investment processing tasks, coordinate documentation, and keep our client experience running smoothly.

Your work directly increases advisor capacity, strengthens client trust, and supports the accuracy of planning and investment processes.

What You'll DoClient Experience & Service

· Welcome and onboard clients

· Respond to inquiries and coordinate documents

· Maintain CRM accuracy

· Prepare meeting materials and summaries

· Assist with scheduling and participate in meetings as needed

Advisor & Planning Support

· Coordinate pre- and post-meeting workflows

· Prepare forms, documentation, and signature packages

· Support financial planning and insurance reviews

· Keep client review cycles on track

Investment & Operational Support

· Complete account openings, transfers, and processing requirements

· Ensure documentation accuracy and compliance

· Track tasks, timelines, and follow-ups

· Support reporting and internal administrative projects

· Support continuous improvement of workflows, processes, and client service standards

What You Bring

· 1–3 years in client service or administrative support (financial services an asset)

· Strong detail orientation and comfort in a fast-paced environment

· Clear communication and strong organizational skills

· Tech-comfortable (Microsoft Office; CRM experience helpful)

· A proactive, reliable, team-first mindset

· A desire to grow a career in financial planning and wealth management

Licensing Path (Firm-Funded)

· Registered Representative (Licensed Assistant) requirements completed within 12–18 months

· LLQP completed afterward

· Structured study time + paid courses + hands-on support

What You Can Expect

· Salary: $50,000–$55,000 + performance incentives

· Structured annual salary increases

· Leading health benefits & employer-funded retirement plan

· Extra holidays & a health/wellness allowance

· Paid volunteer and community involvement time

· Apple hardware + modern wealth-tech platform

· Primarily in-office with occasional flexibility — we understand real life happens

· A modern waterfront office in the heart of beautiful Saint Andrews

· A team that genuinely enjoys working together — great food, strong coffee, and the occasional whale-watching adventure

· A supportive culture where good people do meaningful work

How to Apply

Send your résumé to

Subject: Client Experience Associate — Saint Andrews

Or drop it off at:

185 Water Street, Saint Andrews, NB

Learn more at

Job Type: Full-time

Pay: $50,000.00-$55,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care

Ability to commute/relocate:

• Saint Andrews, NB E5B 1A9: reliably commute or plan to relocate before starting work (required)

Language:

• English (required)

Work Location: In person