Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.
Prepare documentation and provide updates to IAs in preparation for client meetings.
Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities.
Accept/create leads and ensure correct referral coding administration.
Submit marketing pieces for approval, compile client information packages, maintain marketing materials.
Become familiar with and adhere to compliance requirements, including all aspects of recent and existing account documentation and marketing materials.
Provide a high level of client service which includes responding to phone, mail and electronic inquiries based on knowledge of full-service brokerage.
Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion.
Adhere to all policies and procedures and maintain a culture and operation of risk management.
Use insights to continually improve individual and team performance for clients.
Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities.
Requirements Undergraduate degree or community college diploma preferred
Successful candidates will be required to be licensed as an Investment Representative (IR)



with the Canadian Investment Regulatory Organization (CIRO)
1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently
Knowledge of wealth management and/or operations is an asset
Knowledge of investment products is an asset
Core Competencies Demonstrates expertise in providing specialized administrative support to Investment Advisors, ensuring compliance with regulatory requirements while delivering exceptional client service. Proficient in preparing documentation, creating reports, and maintaining marketing materials to enhance client engagement and operational efficiency.
Highest-signal resume keywords Investment Representative (IR) License
Client Service Excellence
Wealth Management Knowledge
Strong Communication Skills
Administrative Support Experience
ATS Optimization Keywords Hard Skills Documentation Preparation
Report Creation
Referral Coding Administration
Client Account Analysis
Compliance Adherence
Soft Skills Relationship Building
Collaboration
Discretion
Mentorship
Certifications & Qualifications Investment Representative (IR) License
Industry Keywords Wealth Management
Investment Products
Full-Service Brokerage
Risk Management
Banking
Tools & Technologies Marketing Materials Management
Client Information Packages

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📌 Client Service Associate (British Columbia)
🏢 Jobtailor
📍 British Columbia