Advance your career as a Wealth Management Associate with Vancity Investment Management in Metro Vancouver. This temporary, full time role demands a commitment to client satisfaction and relationship building.
In this on-site position, you will support Portfolio Managers and ensure smooth operations while engaging with members. Your focus on providing a high-quality experience will help clients navigate their financial journeys and request resolutions.
Key Responsibilities:
• Support onboarding and service for clients promptly
• Respond to inquiries and requests via phone and email
• Collaborate with administrative staff for client documentation
• Input client data relevant to financial and estate planning
• Keep accurate CRM records and maintain client files
Requirements:
• Relevant post-secondary degree in finance or business
• 1-3 years in financial services or client administration
• Skill in supporting financial professionals in regulated settings
• Strong client care and organizational skills
• Familiarity with compliance regulations in the finance industry
Your member-focused and collaborative spirit will drive Vancity's success in wealth management.
#J-18808-Ljbffr

📌 Wealth Management Associate at Vancity (Vancouver)
🏢 Vancity
📍 Vancouver