Company Description:

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-$60K dependent on licensing and experience.

Skills and Requirements:

- University Degree – BBA, BCom or BA
- In addition, Financial Management Diploma from BCIT or equivalent experience can be an asset.
- Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or compliance with applicable CIRO proficiency requirements an asset, or securities license preferred
- Strong organizational skills and attention to detail
- Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment
- Strong desire to provide high-quality client service
- 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
- Ability to work independently and as a team member
- 2+ years of experience in a financial services environment is an assetDuties and responsibilities:
- Organizational and administrative support to Financial Advisor and Team
- 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

Benefits:

- 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

To Apply Please e-mail your cover letter (including salary expectations) and resume to Hamed Haddadi at [email protected]. Put “Client Services Associate” in the subject line of your email.

Please note: Only those applicants selected for an interview will be contacted.

Pay: $45,000.00-$60,000.00 per year

Advantages

- Commuter benefits
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- RRSP match
- Wellness program

Licence/Certification:
- registration with CIRO, or have your CSC, CPH, or WME? (preferred)

Work Location: Hybrid remote in Vancouver, BC V6J 1Y3

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