wealth associate jobs in 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...

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...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Ensure effective...

Job Description The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team. What is the opportunity? We are looking for a driven professional who can bring empathy and a commitment to quality client service to our advisory team in...

What is the opportunity?The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team.Job DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth...

Description Beem Credit Union: Banking for every journey Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we've united to create a financial partner that offers both digital ease and people-first service. Our mission is clear:financial wellness for all.We help British Columbians...

Deliver concierge-level client service at RBC Dominion Securities in downtown Vancouver, using empathy, communication, and attention to detail. Support a high-performing Advisory Team in its Vancouver office.As a Client Experience & Wealth Associate, you will support clients throughout onboarding, account maintenance, and year-round contact. The work...

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...

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...

What is the opportunity? The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team. Job Description What is the opportunity? The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth...

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...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Ensure effective...

**Job Description** **What is the opportunity?** The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team. **What will you do?** - Enhance the client experience from onboarding to year-round contact so that it is...

CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations.Candidates should have 2+ years in financial services operations, strong communication, and proficiency in MS Office. 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...

Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials.About Stenner Wealth Partners+ Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global...

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...

Associate, Wealth Advisor - Stenner Wealth Partners+Competitive Compensation: $110-$150K annually depending on experience & credentials.About Stenner Wealth Partners+Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective. SWP+...

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...