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 mode 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 asset

Duties 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

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

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