Associate, Business Development and Client ServicesPathfinder Asset Management Limited is a wealth advisory firm based in Vancouver.Since the beginning, our focus has been the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed resultsPathfinder’s Equally Invested culture means employees pay the same fees and invest in the same mandates as clients. We build trust by aligning interests with investors, applying a consistent investment strategy, and offering transparent, high-quality service.Our Core Values:Equally Invested, Integrity, Humility, and Exceptional ServiceOverall RoleThe Associate assists Wealth Advisors with business development, manages daily client requests, coordinates account administration, and delivers timely, accurate responses. The preferred applicant is motivated, proactive, attentive to clients, detail-focused, and enthusiastic about learning.Job DescriptionBusiness Development and Marketing (50%)Execute outbound cold and warm calling campaigns to prospective clientsTrack interactions, update client information, and ensure campaign accuracy in CRMMonitor and report on the effectiveness of marketing campaignsHelp plan and organize events, seminars, and webinars, other business development activitiesProvide general marketing and administrative supportFollow branding guidelines and regulatory standards in all marketing activitiesClient Service Support (50%)Oversee new client onboarding,



including paperwork and setupRespond to and resolve client inquiries with professionalism and precisionSchedule client and prospect calls and meetingsPrepare meeting documents, annual review packages and tax materialsAssist with portfolio reviews, performance reports, proposals, and financial plansPrepare and submit account trades for advisor approvalPay range: $60,000–$65,000.Preferred QualificationsSales or marketing experience and a strong sales record are preferred, but not mandatoryMarketing project management experience with social media, publications, and events is a plusCapacity to handle high-volume outreach with determination and resiliencePositive attitude with intrinsic motivation to succeed and reach targetsWillingness to engage in coaching and training to refine skillsAbility to take feedback, learn from mistakes, and incorporate corrections immediatelyAbility to actively listen, assess social dynamics, and speak appropriately in social situationsExcellent time management skills to handle multiple tasks, deliverables and deadlinesConfidence in decision-making without requiring continual affirmation or approvalCuriosity to identify needs instead of passively waiting for directionsCommitment to high ethical standards and skilled integrityBachelor’s degree in business, Marketing, Communications, Psychology or related fieldCanadian Securities Course is a plus, but not requiredDesire to continue development through future training, courses and designations#J-18808-Ljbffr

📌 Associate, Business Development And Client Services - C$60,000 - C$65,000 A Year (Winnipeg)
🏢 Pathfinder Asset Management
📍 Winnipeg