A leading wealth management platform is looking to add a Senior Associate to its team in Vancouver.This is an excellent opportunity for an experienced wealth management skilled who is passionate about helping clients achieve their financial goals and wants to build a long-term career within a collaborative, team-oriented environment.The Senior Associate will work closely with a group of client households and take responsibility for:Managing day-to-day client communication and relationship needsHandling service requests and ensuring a high level of client supportProviding investment updates and discussing portfolio mattersSupporting discussions around tax and estate planningBuilding trusted, long-term relationships with clients and their familiesRepresenting the broader team and firm in every client interactionThe ideal candidate will have several years of relevant industry experience and a strong client-facing skill set.



The team is looking for someone who is:Highly attentive to detail and organizedAn excellent communicator with strong interpersonal skillsA genuine team player who puts the group and clients ahead of themselvesHighly ethical with solid personal and professional valuesHardworking, dependable, and committed to delivering exceptional client serviceLooking to build a long-term career in wealth management rather than using the role as a short-term stepping stoneRelevant backgrounds could include:Candidates with an accounting background and several years of professional experienceWealth management professionals with several years in a client-facing Associate roleCandidates who obtained their relevant licensing and WME credentials several years ago and have established industry experienceThis is a great opportunity to join an established wealth management team and take on meaningful responsibility across a dedicated group of client relationships.#J-18808-Ljbffr

📌 Associate, Wealth Management (Winnipeg)
🏢 Alexander Chapman
📍 Winnipeg