Advance your career as a Wealth Management Associate with Vancity Investment Management in Metro Vancouver. This temporary, full-time role demands a commitment to client satisfaction and relationship building.In this on-site position, you will support Portfolio Managers and ensure smooth operations while engaging with members. Your focus on providing a high-quality experience will help clients navigate their financial journeys and request resolutions.Key Responsibilities:Support onboarding and service for clients promptlyRespond to inquiries and requests via phone and emailCollaborate with administrative staff for client documentationInput client data relevant to financial and estate planningKeep accurate CRM records and maintain client filesRequirements:Relevant post-secondary degree in finance or business1-3 years in financial services or client administrationSkill in supporting financial professionals in regulated settingsStrong client care and organizational skillsFamiliarity with compliance regulations in the finance industryYour member-focused and team-oriented spirit will drive Vancity's success in wealth management.

📌 Wealth Management Associate At Vancity (Vancouver)
🏢 Vancity
📍 Vancouver