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The Mirillion Group

Associate Private Wealth Advisor

Vancouver, BC, Canada

$110,000 to $160,000 CAD / year · Full-time

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Job details

Pay: $110,000 to $160,000 CAD / year
Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

Associate Private Wealth Advisor | Vancouver, BC

We are working in exclusive partnership with one of Canada's leading boutique wealth practices, a team trusted by some of the country's most successful families, entrepreneurs and family offices.

Why this opportunity is different

Associate roles at most firms mean years of reports and admin before you are trusted in front of a client. This team takes a different approach. You will learn alongside the founder and senior partners from your first month, sit in on prospect meetings and client reviews, and take on more responsibility as you show what you can do.

The practice is small and selective, takes on only a handful of new families a year, and has a clear ten year plan to grow significantly. The founder is building a succession plan and wants to develop the next generation of advisors from within. If you are ambitious and have been waiting for the chance to step up, this is a place where that can happen.

What you will do

Support high net worth and ultra high net worth families, taking on more ownership of client meetings and follow up over time

Coordinate advice across investment, tax, estate and insurance with clients' other professional advisors

Join prospect meetings, help build a pipeline and turn introductions into relationships

Partner with portfolio managers and analysts on research, portfolio reviews and recommendations

Use modern CRM and AI tools to improve efficiency and client service

What you bring

3 to 5 years in wealth management, private wealth, private banking or investment advisory

CIRO registration, or a clear path to obtaining it

CIM, CFP, CFA or CAIA preferred

Excellent communication and presentation skills, with energy and the ability to connect with sophisticated clients

Authenticity, discretion and a team first mindset

A stable track record and real drive to build a long term career

The environment

You will work in a close, high performance team with significant senior experience, a premium downtown Vancouver office and the backing of a large independent wealth management firm. The practice invests in the development of people who bring drive and a strong work ethic.

This is an in person role in Vancouver. All conversations are confidential.

Apply About employer

More about this job

Responsibilities

Support high-net-worth and ultra-high-net-worth families, gradually taking greater ownership of client meetings and follow-up while coordinating investment, tax, estate, and insurance advice with clients’ professional advisors. Participate in prospect meetings and business development, and collaborate with portfolio managers and analysts on research, portfolio reviews, and recommendations while using CRM and AI tools to improve service and efficiency.

Requirements

Candidates should have 3 to 5 years of experience in wealth management, private wealth, private banking, or investment advisory, and hold CIRO registration or have a clear path to obtaining it. CIM, CFP, CFA, or CAIA credentials are preferred, along with strong communication and presentation skills, discretion, authenticity, a team-first mindset, and a stable record of career commitment.

Skills

Wealth Management
Private Wealth Advisory
Client Meeting Coordination
Financial Advice Coordination
Investment Research
Portfolio Reviews
Portfolio Recommendations
Business Development
Pipeline Development
Communication
Presentation Skills
Discretion
Teamwork
CRM Tools
AI Tools

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Private Wealth
Private Banking
Investment Advisory
High-Net-Worth Families
Ultra-High-Net-Worth Families
Family Offices
CIRO Registration
CIM
CFP
CFA
CAIA
Investment Research
Portfolio Management
Portfolio Reviews
Investment Recommendations
Tax Planning
Estate Planning
Insurance
Business Development
Pipeline Development
CRM
AI Tools
Financial Advisors
Succession Planning

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