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Added 22 mins ago
CANEX - Home and Electronics Sales Associate - CFMWS19616-EN
Canadian Forces Morale and Welfare Services
Quebec, QC
$19.64 to $22 CAD / hour
Part-time
As a Home and Electronics Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF) and in assisting them, you are helping your…
Added 22 mins ago
Associate Director, Strategy (Influencer Marketing)
Viral Nation
Toronto, ON
Full-time
The Associate Director, Strategy is an elite strategic leader who independently runs senior-level strategy work across both client and business growth and ongoing delivery. They turn…
Added 38 mins ago
Clinical Support Associate (Alberta-based)
Sagesse
AB
Part-time
The Client Support Associate provides client support, advocacy, and system navigation services while contributing to the delivery, development and evaluation of Sagesse's Peer Support,…
Added 52 mins ago
Canada Subsidiary Banking Associate - Global Corporate Banking (GCB)
JPMorganChase
Toronto, ON
Full-time
As a Subsidiary Banking Associate in Global Corporate Banking (GCB) Subsidiary Banking – Hub/Network Hub, you will provide end-to-end coverage to multinational clients by virtually managing…
Added 52 mins ago
Security Concierge
FirstService Residential Canada
Toronto, ON
Full-time
…in the physical building which could cause injury or loss of client’s…
Added 52 mins ago
Associate Accountant
Ottit Inc.
Windsor, ON
Full-time
As we grow, we are looking for an Associate Accountant to join our team. We’re looking for people who want to develop their accounting career quickly while taking on meaningful…
Added 52 mins ago
Event Audio Visual Technician- Part Time- Kelowna, BC
Encore Canada
Kelowna, BC
Part-time
Understands and fosters the hotel or client relationship.
Added 52 mins ago
Junior Associate Lawyer (Corporate Commercial Law)
Miller Canfield
Windsor, ON
Full-time
Role Description The Junior Associate Lawyer (Corporate Commercial Law) will support senior lawyers in delivering corporate and commercial legal services to clients from the Windsor, ON…
Added 52 mins ago
Associate Accountant
Ottit Inc.
Calgary, AB
Full-time
As we grow, we are looking for an Associate Accountant to join our team. We’re looking for people who want to develop their accounting career quickly while taking on meaningful…
Added 52 mins ago
Event Audio Visual Technicians- Part time, Full-Time Edmonton Alberta
Encore Canada
AB · Edmonton, AB
Full-time · Part-time
Understands and fosters the hotel or client relationship.
Added 1 hour ago
Associate Principal, Mechanical
Global Infrastructure
Toronto, ON
Full-time
The Associate Principal is responsible for managing his/her respective Project Design Team. They are fully responsible and accountable for their design team staff, regularly review staffing…
Added 1 hour ago
Associate Principal, Electrical
Global Infrastructure
Toronto, ON
Full-time
The Associate Principal is responsible for managing their respective Project Design Team. They are fully responsible and accountable for their design team staff, regularly review staffing…
Added 1 hour ago
Receptionist
RR Donnelley
Toronto, ON
Full-time
The Office Service Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics (copy)…
Added 1 hour ago
Weekend Security Concierge
FirstService Residential Canada
Toronto, ON
Full-time
…in the physical building which could cause injury or loss of client’s…
Added 1 hour ago
Security Concierge
FirstService Residential Canada
Toronto, ON
Full-time
…in the physical building which could cause injury or loss of client’s…
Added 1 hour ago
Receptionist
RRD
Toronto, ON
$17.88 to $23.85 USD / hour
Full-time
The Office Service Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics (copy)…
Added 1 hour ago
Office Manager
Service Corporation International
Toronto, ON
Full-time
…highest quality services and products, to satisfy the need of any client family, to maximize budgeted profit plans for the location, and maintain a positive employee relations…
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RBC
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ASSOCIÉ(E) À LA VENTE – TEMPS PARTIEL (GEOX)
GEOX
Pointe-Claire, QC
Part-time
L’Associé(e) à la vente joue un rôle essentiel dans l’expérience client en magasin. Il/Elle contribue activement à atteindre les objectifs de vente, à offrir un service client exceptionnel…
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Senior Sales Associate, Royal Mount - Montreal, QC-1
Versace
GV - Royalmount
Full-time
…representative in the community you will grow your business through client relationship management and events. We encourage an innovative workplace to strategically drive the business by…
Added 1 hour ago
Senior Wealth Advisor | Financial Planner (Full-time)
Mainstreet Credit Union Canada
Sarnia, ON
$77,080 to $128,466.67 CAD / year
Full-time
Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®) designation
Added 1 hour ago
Associate Lawyer
BC Legal Management Association
BC · West Vancouver, BC
Other
…learn family and/or estate law. The ideal candidate will be client focused and also have past experience in providing exceptional customer service and/or working with teams as we believe in…
Added 1 hour ago
Intermediate Litigation Associate - General Civil Litigation and Insurance Defence
BC Legal Management Association
Vancouver, BC
Other
Intermediate Litigation Associate Position – General Civil Litigation and Insurance Defence
Added 1 hour ago
Registered Veterinary Technician, RVT
Eastern Veterinary Technicians Association (EVTA)
NS · East Hants, NS
Internship
…Canada is also passionate about providing an industry-leading Associate experience to over 4,000 Canadians employed across the country. In 2026, for the third year in a row, we were named…
Added 1 hour ago
Veterinary Technician, RVT
Eastern Veterinary Technicians Association (EVTA)
Chester Basin, NS
Full-time
…Canada is also passionate about providing an industry-leading Associate experience to over 4,000 Canadians employed across the country. In 2026, for the third year in a row, we were named…

Clauzel Financial Solutions

Advisor Support Associate- Insurance and Investment Client Services

Vancouver, BC, Canada

Pay: This is a full-time salaried position with an annual salary of $50,000.
Job type: Full-time
Apply by: Mar 23, 2027
Experience: 2 years of related industry experience.
Posting language: English
Posted: Sep 24, 2026

Apply About employer

Applications open in a new tab.

Original job description

Advisor Support Associate

Location: Langley, BC

Employment Type: Full-Time, In Office

Company: Clauzel Bittle Financial Services

Launch Your Career in Financial Services

Clauzel Bittle Financial Services is a growing financial advisory practice dedicated to helping individuals, families, and business owners make confident financial decisions. We are seeking a highly organized, detail-oriented, and ambitious professional to join our team as an Advisor Support Associate.

This role is ideal for an early-career professional looking to build a long-term career in financial services, business, wealth management, insurance, or financial planning. You will work directly alongside senior advisors, gain exposure to multiple areas of the business, and receive support in obtaining industry licenses and certifications.

What You'll Do

As a key member of our team, you will support both client service and business operations by:

Client Experience & Relationship Support

Serve as a Client Experience Ambassador, ensuring every client interaction reflects our commitment to exceptional service.
Schedule and coordinate client meetings.
Facilitate client access to CRA online services and portals.
Prepare client documentation and meeting materials.
Support advisors before, during, and after client meetings.

Risk, Tax & Insurance Administration

Prepare and organize tax packages and supporting documentation.
Assist with insurance applications and underwriting processes.
Maintain accurate client records and files.
Support compliance requirements and documentation management.

Operations & Process Improvement

Manage filing and document organization for both clients and the business.
Order and maintain office supplies.
Identify opportunities to streamline workflows and improve efficiency.
Support the integration of AI and technology tools into business processes.

Marketing & Business Support

Assist with client communications, public relations initiatives, and marketing activities.
Support special projects and team initiatives as required.

What We're Looking For

Required Qualifications

Bachelor's degree in Business, Finance, Commerce, Economics, Accounting, or a related field.
Exceptional attention to detail and organizational skills.
Strong written and verbal communication abilities.
Professional, polished, and client-focused demeanor.
Ability to manage multiple priorities while maintaining accuracy.
Strong technology skills and willingness to learn new systems.
2 years of related industry experience.

Preferred Qualities

Interest in financial planning, wealth management, insurance, tax, or financial services.
Self-motivated with a desire to build a long-term professional career.
Analytical thinker with strong problem-solving abilities.
Curiosity about emerging technologies, including AI and process automation.
Ability to manage multiple deadlines while maintaining confidentiality and ethical standards.

Professional Development & Career Growth

We are committed to investing in the right candidate's future.

Successful candidates will be expected to pursue and complete industry licensing and professional certifications during their first and second years of employment. Ongoing continuing education (CE) requirements and professional development will remain an important part of the role throughout their career with our firm.

This position offers a unique opportunity to gain hands-on experience across multiple disciplines within financial services while working closely with experienced advisors and industry professionals.

Why Join Clauzel Bittle Financial Services?

Direct mentorship from senior financial advisors.
Exposure to financial planning, tax, insurance, compliance, and business operations.
Professional licensing and career development opportunities.
Collaborative and supportive team environment.
Opportunity to contribute to the growth and modernization of a successful advisory practice.

Compensation

This is a full-time salaried position with an annual salary of $50,000.

Additionally, we are committed to investing in the successful candidate's professional development through ongoing training, mentorship, and support for industry licensing and certifications.

How to Apply

If you are a motivated professional looking to begin a rewarding career in financial services, we would love to hear from you.

Please submit your resume and a brief cover letter outlining your interest in the position and your long-term career goals.

Apply About employer

More about this job

Responsibilities

Support client relationships by coordinating meetings, preparing documentation, assisting advisors, and helping clients access CRA online services. Handle insurance, tax, compliance, and office administration while contributing to process improvement, technology integration, marketing, and special projects.

Requirements

A bachelor's degree in business, finance, commerce, economics, accounting, or a related field and two years of related industry experience are required. Candidates should have strong organizational, communication, technology, and problem-solving skills, maintain confidentiality, and be willing to pursue industry licensing and certifications.

Skills

Client Service
Meeting Coordination
Document Preparation
Insurance Administration
Tax Documentation
Compliance Documentation
Records Management
Process Improvement
Technology Adoption
AI and Process Automation
Written Communication
Verbal Communication
Organization
Attention to Detail
Confidentiality
Problem-Solving

Benefits

Professional Development
Training
Mentorship
Support for Industry Licensing and Certifications

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Planning
Wealth Management
Insurance
Tax
Client Service
Client Relationship Support
CRA Online Services
Insurance Applications
Underwriting
Compliance
Documentation Management
Records Management
Business Operations
Process Improvement
AI
Process Automation
Marketing
Public Relations
Industry Licensing
Professional Certifications
Continuing Education

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