Wealth Associate

TL;DR

Wealth Associate (Wealth Management): Responsible for advisor support, client onboarding, sales support and administration with an accent on portfolio administration and operations. Focus on coordinating client onboarding processes, executing investment instructions, and ensuring regulatory compliance.

Hybrid office schedule at Vancouver Office. Current work authorization for Canada is required for all openings. Occasional travel may be required.

Base Salary and Discretionary Performance Bonus: $79,000 to $90,000, based on experience and qualifications.

Company

Privately owned company helping Canadian investors build better financial futures for over 35 years with trusted investment portfolios and services.

What you will do

• Work collaboratively with Advisors to satisfy client needs, prepare reports, and process documentation using digital tools.
• Coordinate and track client onboarding and account opening, ensuring accuracy and compliance; follow up on incomplete documentation.
• Execute investment instructions, account changes, and client cash management requests.
• Build and maintain client records in CRM, prepare portfolio reports, proposals, and meeting materials.
• Liaise with custodians on operational matters like account openings and transfers; perform reconciliations.
• Manage onboarding for new advisors, stay updated on industry trends, and collaborate with internal stakeholders.

Requirements

• Current work authorization for Canada required.
• Strong knowledge of industry, products, wealth management procedures, and regulatory requirements including KYC/AML.
• Exceptional writing, interpersonal, and client service skills; detail-oriented with organizational abilities.
• Team player able to collaborate cross-functionally in a fast-paced environment.
• Bilingual in English and French.
• 2-3 years relevant experience in wealth management operations; strong financial planning experience.
• Currently licensed as IR or RR with Canadian Securities Course (CSC) & Conduct & Practice Handbook (CPH).

Nice to have

• Completion of University degree in Business, Commerce, Finance or related field.
• Salesforce experience and familiarity with Portfolio Management Tools.

Culture & Benefits

• Flexible working arrangements including 100% remote, hybrid, and in-office options.
• Competitive total compensation with company RRSP contributions after 6 months (no matching required).
• Comprehensive health benefits starting day one with 100% employer-paid premiums, including mental health support up to $5000 annually.
• Parental leave top-up to 100% salary for 25 weeks; generous time off and volunteer days.
• Home office equipment allowance up to $650; extensive professional development with 11,000+ courses and tuition reimbursement.
• Diversity and inclusion programs with active Employee Resource Groups.