Client Services Associate

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 perks plan, and a positive work setting. 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-$55K dependent on licensing.

Skills and Requirements

Post-secondary education - BComm/BBA, Financial Management Diploma from BCIT or equivalent experience

Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or compliance with applicable CIRO proficiency requirements an asset, or securities license preferred

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

Strong organizational skills and attention to detail

Ability to work independently and as a team member Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment

Strong desire to provide high-quality client service

2+ years of experience in a financial services environment an asset Duties and responsibilities:

Organizational and administrative support to Financial Advisor

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 include your cover letter and resume when applying. Alternatively, you may email your cover letter and resume to [email protected] with “Client Services Associate” in the subject line of your email.

Please note: Only those applicants selected for an interview will be contacted.

📌 Client Services Associate (Vancouver)
🏢 RGF Integrated Wealth Management
📍 Vancouver