Investment Client Services Associate
4 weeks ago
A major financial institution in Vancouver is seeking a Client Service Associate to support Investment Advisors in managing client relationships. This role involves booking meetings, coordinating marketing initiatives, and handling client inquiries. The ideal candidate has 3-5 years of related experience, strong analytical and communication skills, and advanced knowledge of investment and administrative processes. This position offers a salary range of CAD 35,900 to CAD 66,300 along with benefits including health insurance, tuition reimbursement, and retirement savings plans.#J-18808-Ljbffr
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Client Services Associate
1 week ago
Vancouver, British Columbia, Canada Dixon Mitchell Investment Counsel Full time $55,000 - $65,000About the jobVancouver, British Columbia, CanadaFull-time, in-officeDepartment: Client ServicesPosition start date: ImmediateCompany DescriptionDixon Mitchell Investment Counsel Inc. is an independent asset management firm providing investment solutions for individual and institutional clients. Established in 2000, Dixon Mitchell now manages over $8bn on...
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Client Services Associate
2 weeks ago
Greater Vancouver Metropolitan Area, Canada Dixon Mitchell Investment Counsel Full timeAbout the jobVancouver, British Columbia, CanadaFull-time, in-officeDepartment: Client ServicesPosition start date: ImmediateCompany DescriptionDixon Mitchell Investment Counsel Inc. is an independent asset management firm providing investment solutions for individual and institutional clients. Established in 2000, Dixon Mitchell now manages over $6bn on...
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Associate, Institutional Clients
1 week ago
Vancouver, Canada Leith Wheeler Investment Counsel Full timeLeith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $28 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada. We are looking for an Associate to support our team of Portfolio Managers and work alongside our...
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Vancouver, Canada BMO Full timeA financial institution in Metro Vancouver seeks a dedicated individual to support Investment Advisors in handling client relationships and administrative tasks. The ideal candidate will have 3-5 years of experience in finance, strong communication skills, and a solid understanding of investment processes. The position offers a salary range of $35,900 to...
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Vancouver, Canada BMO Full timeA financial institution in Metro Vancouver seeks a dedicated individual to support Investment Advisors in handling client relationships and administrative tasks. The ideal candidate will have 3-5 years of experience in finance, strong communication skills, and a solid understanding of investment processes. The position offers a salary range of $35,900 to...
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Client Service Associate
4 weeks ago
Vancouver, Canada BMO Full timeJoin to apply for the Client Service Associate role at BMO . Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day‑to‑day administration and provides exceptional client service to support achievement of business objectives. A client‑focused role, committed to managing and growing client relationships...
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Private Client Service Associate
5 days ago
Vancouver, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeJoin to apply for the Private Client Service Associate role at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Vancouver, BC Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain...
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Private Client Service Associate
2 weeks ago
Vancouver, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeJoin to apply for the Private Client Service Associate role at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Vancouver, BC Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain...
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Investment Associate
1 week ago
Vancouver, Canada BMO Financial Group Full time595 Burrard Street Vancouver British Columbia,V7X 1L7 A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment...
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Associate, Client Service/Financial Planning
2 weeks ago
Vancouver, Canada Pathfinder Asset Management Limited Full timePathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with office presence in Vancouver and Edmonton.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,...