At DeLuca Veale Investment Counsel Inc., we believe that exceptional results come from collaboration and a shared commitment to excellence. As a boutique investment firm based in the Comox Valley, we operate with the highest standards of professionalism and integrity. Our team works closely together to deliver personalized wealth management solutions to families and small institutional clients across BC, Alberta, Saskatchewan, and Ontario. Every member of our firm plays a vital role in creating a seamless, client-focused experience built on trust, precision, and proactive service.

The Opportunity

We are seeking a Client Service Administrator to join our high-performing administrative team. This role is integral to ensuring exceptional client experiences and supporting the operational efficiency of our firm. You will work closely with Portfolio Managers and fellow team members in a collaborative, professional environment where precision and client care are paramount.

What You’ll Do

As a Client Service Administrator, you will:

- Manage client account processes: Prepare and process account opening documentation, monitor transfers, and liaise with custodian partners to ensure accuracy and timeliness.
- Support Portfolio Managers: Assist with client-focused tasks, meeting preparation, and follow-up communications.
- Collaborate with the admin team: Contribute to firm-wide processes, documentation, and special projects that enhance operational efficiency.
- Maintain exceptional standards: Uphold compliance requirements and ensure all client interactions reflect professionalism and care.

What We’re Looking For

We’re looking for someone who thrives in a detail-oriented,



client-focused role and enjoys working as part of a collaborative team. The ideal candidate will have:

- 2–5 years of experience in investment management, securities, or financial services administration.
- Experience supporting a licensed life insurance advisor and familiarity with life insurance products, applications, and administrative processes is considered a strong asset.
- Canadian Securities Course (CSC) completed or willingness to complete within 18 months.
- Knowledge of CIRO regulations and managed portfolio account documentation.
- Strong proficiency in MS Office (Outlook, Excel, Word, Teams) and Adobe Acrobat (including e-signature tools).
- Excellent organizational skills, accuracy, and ability to manage multiple priorities.
- Professional communication skills—both written and verbal—with a warm, client-friendly approach.
- A proactive mindset and willingness to learn new skills.

Additional Assets

- Advanced Excel skills.
- Familiarity with investment concepts and industry practices.
- Experience with digital file management and office technology.

Why Join Us?

- Be part of a collaborative, supportive team in a professional, upscale office workplace.
- Opportunity to grow your knowledge and skills in a dynamic investment firm.
- Competitive starting salary of $55,000–$68,000, plus bonuses. Open to a fulsome conversation around compensation that recognizes elite level experience in this role.

Job Type: Full-time

Pay: $55,000.00-$68,000.00 per year

Benefits:

- Dental care
- Extended health care
- On-site parking
- Paid time off

Location:

- Comox, BC V9M 1R9 (required)

Work Location: In person

📌 Client Service Administrator (Canada)
🏢 DeLuca Veale Investment Counsel
📍 Canada