You will learn alongside the founder and senior partners from your first month, sit in on prospect meetings and client reviews, and take on more responsibility as you show what you can do. The founder is building a succession plan and wants to develop the next generation of advisors from within. Support high net worth and ultra high net worth families, taking on more ownership of client meetings and follow up over time Coordinate advice across investment, tax, estate and insurance with clients' other professional advisors Join prospect meetings, help build a pipeline and turn introductions into relationships Partner with portfolio managers and analysts on research, portfolio reviews and recommendations Use modern CRM and AI tools to improve efficiency and client service 3 to 5 years in wealth management, private wealth, private banking or investment advisory ~ A secure track record and real drive to build a long term career You will work in a close, high performance team with significant senior experience, a premium downtown Vancouver office and the backing of a large independent wealth management firm.

📌 Associate Private Wealth Advisor (Vancouver)
🏢 The Mirillion Group
📍 Vancouver