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24 jobs

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  • Client Service Assistant/Associate, BMO Nesbitt Burns

    BMO

    Vancouver, BC

    • Full-time

    Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.

  • Wealth Associate - Lonsdale Branch

    Beem Credit Union

    North Vancouver, BC

    • Full-time

    The Wealth Associate is responsible for supporting and enhancing the client relationship through specialized operational, client service, and sales administration/support to Investment…

  • Senior Associate, Business Development

    Thane Stenner - Stenner Wealth Partners+

    Vancouver, BC

    • Full-time

    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…

  • Associate (Lions Gate Private Wealth Counsel)

    Wellington-Altus

    Vancouver, BC

    • Full-time

    Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…

  • Associate (Lions Gate Private Wealth Counsel)

    Wellington-Altus

    Vancouver, BC

    • Full-time

    Reporting to the Senior Wealth Advisor, Portfolio Manager at Lions Gate Private Wealth Counsel, the Associate supports the day-to-day operations of the practice by providing administrative,…

  • Operations Specialist

    Purpose

    Vancouver, BC

    • Full-time

    Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…

  • Service Support Associate

    The Canada Life Assurance Company

    Vancouver, BC

    As a Service Support Associate, you will provide in-house service and administrative support to our client service team. With a focus on customer service, well-developed communication…

  • Senior Associate, Business Development

    Thane Stenner - Stenner Wealth Partners+

    Vancouver, BC

    • Full-time

    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…

  • Client Service Associate

    BMO

    Vancouver, BC

    • Full-time

    Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.

  • Wealth Associate

    National Bank of Canada

    Richmond, BC

    • Full-time

    National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…

  • Wealth Concierge

    RBC

    Vancouver, BC

    • Full-time

    Assist the Investment Counsellors and the team where additional support is needed based on volume of administrative workflow and client confirmation transactions.

  • Wealth Concierge

    Royal Bank of Canada

    Vancouver, BC

    • Full-time

    Assist the Investment Counsellors and the team where additional support is needed based on volume of administrative workflow and client confirmation transactions.

  • Operations Specialist

    Purpose Unlimited

    Vancouver, BC

    Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…

  • Wealth Operations Specialist

    Maximizer Services Inc.

    Vancouver, BC

    Have you been an executive assistant, an administrative assistant, or the right hand to a financial advisor, wealth manager, or insurance advisor? Then this role was written for you - and…

  • Financial Planning Associate

    RGF Integrated Wealth Management

    Vancouver, BC

    • Full-time

    …an immediate exciting opportunity for a Financial Planning Associate who can provide outstanding client-facing and administrative support to a Financial Advisory Team. This is an excellent…

  • Relationship Manager

    Aviso

    Vancouver, BC

    • $83,000 to $100,000 CAD / year
    • Full-time

    Service - You put your clients' needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso…

  • Business Development Associate

    Picton Mahoney Asset Management

    Vancouver, BC

    • Full-time

    Proactively schedule advisor meetings to support the territory's sales strategy and drive engagement across channels.

  • Senior Associate, Client Experience (The Osachoff Wealth Advisory Group)

    Wellington-Altus

    Vancouver, BC

    • Full-time

    Reporting to the Senior Wealth Advisor & Senior Portfolio Manager, the Senior Associate plays a critical role in supporting the delivery of a high-touch wealth management experience for…

  • Associate Investment Advisor

    Canaccord Genuity Group Inc.

    Vancouver, BC

    • Full-time

    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…

  • Senior Associate, Business Development

    Canaccord Genuity Group Inc.

    Vancouver, BC

    • Full-time

    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…

  • Associate, Financial Planning

    Canaccord Genuity Group Inc.

    Vancouver, British Columbia

    • Full-time

    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…

  • Associate Advisor

    People Corporation

    Remote, Canada

    • Full-time
    • Remote

    This role focuses on providing customized financial solutions to clients with an emphasis on individual insurance and investment products.

  • Associate Advisor

    People Corporation

    Remote, Canada

    • Full-time
    • Remote

    This role focuses on providing customized financial solutions to clients in with an emphasis on individual insurance and investment products.

  • Wealth Associate

    Fidelity Canada

    Vancouver, BC

    • Full-time

    The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration.

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