02 Sep
|
Alexander Chapman
|
Vancouver
02 Sep
Alexander Chapman
Vancouver
A well-established and growing wealth management team is looking for a Senior Associate to join its team-oriented, client-first practice.
In this role, you'll serve as the primary point of contact for a portfolio of high-net-worth clients, providing exceptional service, investment updates, and support on wealth, tax, and estate planning strategies. You'll work closely with advisors in a team-oriented environment where long-term relationships, integrity, and attention to detail are highly valued.
What we're looking for:
3+ years of wealth management or financial services experience
Strong client relationship and communication skills
Industry licensing (or equivalent wealth management credentials) preferred
Accounting or finance background is a plus
A collaborative skilled looking to build a long-term career
This is an excellent chance to join a respected team that values professional growth, collaboration, and delivering an outstanding client experience.
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📌 Wealth Management Senior Associate Vancouver
🏢 Alexander Chapman
📍 Vancouver