Jobs for wealth associate at Vancouver

Overview A career as a Wealth Associate at National Bank allows you to showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that positively impacts our clients for the long term. We offer a hybrid (remote and in‑office) work model, flexible...

Hybrid Working Schedule You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. Please note occasional travel may be required for this role. Job Overview The Wealth Associate is responsible for advisor support, client onboarding, sales support...

Job DescriptionYou will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings.Please note occasional travel is required for this role. ​Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. ...

Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, dedicated to earning the right to be clients’ first choice for wealth management services. For more than a century, the firm has supported individuals, families, businesses, charitable foundations, and organizations in building and...

Become a Wealth Associate at Fidelity Canada and engage in a hybrid role dedicated to advisor and client service. Use your skills to streamline onboarding processes and enhance client interactions. As a Wealth Associate, you will oversee the client onboarding process, ensuring compliance and accuracy in all documentation. Your ability to collaborate with...

CIBC Wood Gundy is seeking a Client Support Associate in Vancouver to collaborate with investment advisors, manage portfolios, and identify opportunities to grow client relationships. The role emphasizes delivering a high level of service to high net worth clients in a full-time, on-site setting.You will gain exposure to market trends, new products, and 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...

Advance your career as a Wealth Management Associate with Vancity Investment Management in Metro Vancouver. This temporary, full-time role demands a commitment to client satisfaction and relationship building. In this on-site position, you will support Portfolio Managers and ensure smooth operations while engaging with members. Your focus on providing a...

Step into a Wealth Associate position where your skills enhance client engagement and support wealth advisors. Experience a hybrid work model that encourages flexibility in your professional life. In this versatile role, you'll ensure excellent customer service while managing routine financial operations. Your tasks will involve analyzing and updating...

Humans of HR is working with a top financial services firm in Vancouver to find an Wealth Management Associate to join their team. This is a great opportunity for someone who has an interest in wealth management and wants to build a long-term career in a financial environment. A degree or designation in the financial services field is considered an...

Salary Range: 45,000 to 50,000 plus commissionWho we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by...

Join ScotiaMcLeod in Vancouver, British Columbia as a Wealth Management Administrative Associate. Leverage your skills to support Wealth Advisors and enhance client experiences through effective administration. This role focuses on delivering high-quality client service by managing administrative processes and facilitating timely transactions. You will...

A well-established and growing wealth management team is looking for a Senior Associate to join its collaborative, client-first practice.In this role, you'll serve as the primary point of contact for a portfolio of high-net-worth clients, providing exceptional service, investment updates, and support on wealth, tax, and estate planning strategies. You'll...

Support Wealth Advisors as an Administrative Associate at ScotiaMcLeod in Vancouver, British Columbia. Your role will focus on delivering superior client service and efficient administration. As a vital member of our team, you'll ensure smooth business operations through effective support in administrative tasks and client service initiatives. The position...

Step into a Wealth Associate position where your skills enhance client engagement and support wealth advisors. Experience a hybrid work model that encourages flexibility in your professional life. In this versatile role, you'll ensure excellent customer service while managing routine financial operations. Your tasks will involve analyzing and updating...

Salary Range: 45,000 to 50,000 plus commissionWho we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by...

Salary Range: 45,000 to 50,000 plus commissionWho we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by...

Canadian Imperial Bank of Commerce (CIBC) in Vancouver seeks a Client Associate to work with Investment Advisors, helping manage portfolios and develop new business on-site. You will engage with high-net-worth clients to improve the client experience and uncover opportunities, collaborating closely with the team to deliver tailored investment plans. The...

Salary Range: 45,000 to 50,000 plus commission Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by...

RBC Dominion Securities Vancouver Main branch is seeking a talented, self‑directed individual with a growth‑and‑goals oriented mindset to help our clients thrive and communities prosper. What will you do? Leverage your planning talent to facilitate, in partnership with the Investment Advisor, meetings and events with clients and prospects. Prepare...