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-$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 workplace
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
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

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