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Added 26 mins ago
Training Specialist-Bilingual
CIBC
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Full-time
…date on all supported applications and integration with the advisor’s business to ensure effective delivery of the training and that the training material is effectively maintained and…
Added 26 mins ago
Financial Advisor CIRO-ID (Urban) [Commerce Court Branch]
CIBC
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Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
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Full-time
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Added 8 hours ago
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by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
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Added 10 hours ago
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by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 10 hours ago
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Added 10 hours ago
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Ottawa, ON
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Full-time
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RGF Integrated Wealth Management

Client Services Associate

Vancouver, BC, Canada

Pay: Salary range: $45-$60K dependent on licensing and experience.
Job type: Full-time
Apply by: Mar 24, 2027
Experience: 2+ years of experience in a financial services environment is an asset
Posting language: English
Posted: Sep 25, 2026

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Original job description

Company Description:

RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Client Services Associate who can provide outstanding organizational and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry. We offer a competitive and comprehensive compensation and benefits plan, and a positive work environment. If you are looking for an opportunity to develop your skills in a supportive working environment, we’d love to hear from you. The position is a hybrid model with initial time solely in our offices and then a hybrid of remote and in-office work. Compensation to be negotiated, commensurate with education, licensing, and experience. Salary range: $45-$60K dependent on licensing and experience.

Skills and Requirements:

University Degree – BBA, BCom or BA. In addition, Financial Management Diploma from BCIT or equivalent experience can be an asset.
Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or compliance with applicable CIRO proficiency requirements an asset, or securities license preferred
Strong organizational skills and attention to detail
Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment
Strong desire to provide high-quality client service
Knowledge of mutual fund/securities products, regulations, policies, and procedures
Excellent typing and computer skills - MS Office, database experience
Excellent interpersonal, verbal, and written communication skills
Ability to work independently and as a team member
2+ years of experience in a financial services environment is an asset

Duties and responsibilities:

Organizational and administrative support to Financial Advisor and Team
Client meeting support (client inquiries, scheduling, database maintenance, assistance with research, analysis, financial plans, client statements, quotes, marketing support)
Securities, mutual funds, life and disability insurance processing and follow-up
Product reporting

Benefits:

Comprehensive Health and Dental Benefits
Health Care and Taxable Wellness Spending Accounts
Continuing Education Opportunities, Employee Assistance Program, Life Insurance
Three weeks of Vacation per year as well as paid personal days
RRSP matching
Monthly engagement events and activities

To Apply:

Please e-mail your cover letter (including salary expectations) and resume to Hamed Haddadi at hhaddadi@rgfwealth.com. Put “Client Services Associate” in the subject line of your email. Please note: Only those applicants selected for an interview will be contacted.

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More about this job

Responsibilities

Provide organizational and administrative support to the Financial Advisor and team, including client inquiries, meeting scheduling, database maintenance, research, financial plans, statements, quotes, and marketing support. Process and follow up on securities, mutual fund, life insurance, and disability insurance transactions, and prepare product reports.

Requirements

A university degree such as a BBA, BCom, or BA is requested; a Financial Management Diploma from BCIT or equivalent experience is an asset. The posting also values strong organizational, communication, client-service, and computer skills, knowledge of financial products and regulations, and at least two years of financial services experience; CSC/CPH or applicable CIRO proficiency and a securities license are assets or preferred.

Skills

Organization
Attention to Detail
Prioritization
Multitasking
Client Service
Knowledge of Mutual Funds and Securities
Knowledge of Financial Regulations
Typing
Microsoft Office
Database Management
Interpersonal Communication
Verbal Communication
Written Communication
Independent Work
Teamwork
Financial Research and Analysis

Benefits

Health and Dental Benefits
Health Care Spending Account
Taxable Wellness Spending Account
Continuing Education Opportunities
Employee Assistance Program
Life Insurance
Three Weeks of Vacation
Paid Personal Days
RRSP Matching
Monthly Engagement Events and Activities

Visa sponsorship

Not detected in the job text

Hiring contact

Hamed Haddadi

Hiring contact email

hhaddadi@rgfwealth.com

Keywords

Financial Services
Financial Planning
Client Services
Financial Advisory
Administrative Support
Client Meeting Support
Client Inquiries
Scheduling
Database Maintenance
Financial Research
Financial Analysis
Financial Plans
Client Statements
Quotes
Marketing Support
Securities
Mutual Funds
Life Insurance
Disability Insurance
Product Reporting
Canadian Securities Course
Conduct and Practices Handbook
CIRO Proficiency Requirements
Securities License
BCIT Financial Management Diploma
Microsoft Office
Client Service
Financial Regulations

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