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 promptly
- Respond to inquiries and requests via phone and email
- Collaborate with administrative staff for client documentation
- Input client data relevant to financial and estate planning
- Keep accurate CRM records and maintain client files

Requirements:
- Relevant post-secondary degree in finance or business
- 1-3 years in financial services or client administration
- Skill in supporting financial professionals in regulated settings
- Solid client care and organizational skills
- Familiarity with compliance regulations in the finance industry

Your member-focused and collaborative spirit will drive Vancity's success in wealth management.

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