Wealth Operations Associate (British Columbia)

22 Sep

Purpose Investments

British Columbia

22 Sep

Purpose Investments

British Columbia

Purpose Investments is hiring an Associate to support client servicing in a quick-paced wealth management environment. You will handle account applications, transfers, and documentation workflows, collaborating with Investor Specialists to ensure accuracy and timely processing.
As routine processing shifts toward AI-assisted workflows, you will own exceptions, client relationships, and judgment calls to maintain the operation's trustworthiness. Prior wealth management experience is a plus.

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📌 Wealth Operations Associate (British Columbia)
🏢 Purpose Investments
📍 British Columbia

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