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 workplace. 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 preferredStrong organizational skills and attention to detailProven prioritizing and multitasking skills to meet deadlines in a fast-paced environmentStrong desire to provide high-quality client serviceKnowledge of mutual fund/securities products, regulations, policies, and proceduresExcellent typing and computer skills - MS Office, database experienceExcellent interpersonal, verbal, and written communication skillsAbility to work independently and as a team member2+ years of experience in a financial services environment is an assetDuties and responsibilities:Organizational and administrative support to Financial Advisor and TeamClient 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-upProduct reportingComprehensive Health and Dental BenefitsHealth Care and Taxable Wellness Spending AccountsContinuing Education Opportunities, Employee Assistance Program, Life InsuranceThree weeks of Vacation per year as well as paid personal daysRRSP matchingMonthly engagement events and activities

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