client associate jobs in Vancouver

Ameriprise Financial Services, LLC. is seeking a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, assist with client meetings, and manage paperwork and client communications to deepen relationships.The role emphasizes in-office collaboration with on-site and hybrid work options, and requires relevant...

What is the opportunity? RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC...

Elevate client engagement as a Client Associate at CIBC Wood Gundy in Vancouver. This role prioritizes Mandarin-speaking interactions while supporting high-net-worth clients and improving their experience. In this full-time, on-site position, you will closely collaborate with Investment Advisors to manage portfolios and identify business opportunities. Your...

RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management...

What is the opportunity? RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC...

Support high-net-worth clients in Langley as a Private Client Associate with RBC PH&N Investment Counsel, coordinating portfolios, documentation, and service. This full-time position supports the Investment Counsellor and team through daily portfolio maintenance and administration. You will manage inquiries, trades, account opening, client cash flows,...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Application Deadline:11/06/2026Address:595 Burrard StreetJob Family Group:Wealth Sales & ServiceAbout BMO Nesbitt Burns & BMO Private WealthBMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

What you’ll be doingAs a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.At CIBC we enable the work environment most...

Join TD Wealth as a Private Client Services Associate in Vancouver, British Columbia, supporting Indigenous Trust Services. Deliver exceptional service while managing complex trust accounts and enhancing client experiences.In this role, you'll assist Trust Officers in their duties, ensuring meticulous administration and client support. Your strong...

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...

About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and...

Posted Thursday, July 30, 2026 at 10:00 AM About the Company Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities,...

Support high-net-worth clients in Langley as a Private Client Associate with RBC PH&N Investment Counsel, coordinating portfolios, documentation, and service.This full-time position supports the Investment Counsellor and team through daily portfolio maintenance and administration. You will manage inquiries, trades, account opening, client cash flows,...

Lieu de travail Richmond, Colombie-Britannique, Canada Horaire 37.5 Sector d’activité Gestion de patrimoine Rémunération $43,300 - $56,700 CAD Ce poste est admissible à des revenus de commission. La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des...

Job Description What is the opportunity? RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the...

Support high-net-worth clients in Langley as a Private Client Associate with RBC PH&N Investment Counsel, coordinating portfolios, documentation, and service. This full-time position supports the Investment Counsellor and team through daily portfolio maintenance and administration. You will manage inquiries, trades, account opening, client cash flows,...

Job Description What is the opportunity? RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the...

Canadian Imperial Bank of Commerce (CIBC) invites applications for a Client Associate with CIBC Wood Gundy. You will work closely with investment advisors to help manage client portfolios, identify opportunities, and enhance the client experience for high-net-worth clients in a dynamic brokerage environment.You will be on-site full-time, Monday through...