Humans of HR is an upcoming boutique recruitment agency in Vancouver and is very quickly becoming the go-to agency for hiring and placement of skilled corporate professionals. Combined with our vast network and extraordinary customer-centric approach, we are the obvious choice in helping you find your next home.

Humans of HR is working with a top financial services firm in Vancouver to find an Wealth Management Associate to join their team.

This is a great opportunity for someone who has an interest in wealth management and wants to build a long-term career in a financial environment. A degree or designation in the financial services field is considered an asset.

What you'll be doing:

- Supporting a team of senior professionals with day-to-day administration
- Coordinating meetings, schedules and follow-ups
- Preparing client documentation and meeting materials
- Supporting client onboarding and account-related processes
- Responding to client requests and providing a high level of service
- Maintaining accurate information within internal systems




- Assisting with business development and tracking prospective clients
- Supporting internal projects and coordinating action items

What we're looking for:

- Financial services experience and/or CSC is an asset
- Strong organization and attention to detail
- Excellent written and verbal communication skills
- Comfortable managing multiple priorities in a fast-paced environment
- Robust Microsoft Office skills, particularly Excel, Outlook and PowerPoint
- Professional, polished and confident when interacting with clients
- Experience with Salesforce or another CRM is an asset

At Humans of HR, we support the development and growth of our candidates to reach their full potential. If you are thinking about your next career move and the above role is just the right fit, please send us your resume along with a cover letter in confidence and one of our consultants will be in touch for a confidential discussion.

📌 Wealth Management Associate (Vancouver)
🏢 Humans of HR
📍 Vancouver