Deliver exceptional client service for high-net-worth families in Victoria, British Columbia, coordinating onboarding, meetings, documentation, and follow-ups in-office.

As Associate Consultant at Dumitru Flanagan and Associates, you will help move prospects into engaged clients and support ongoing relationships. The position works with the Lead Advisor, Branch leadership, clients, and external skilled advisors. It requires securities registration and minimum three years of relevant experience.

Key Responsibilities:

- Lead smooth, timely, and professional client onboarding experiences
- Serve as contact for inquiries, issue resolution, and follow-ups
- Gather meeting documentation and organize client materials
- Coordinate with accountants, legal professionals, and other advisors




- Ensure accurate processing throughout the client lifecycle

Requirements:

- Minimum three years supporting securities-licensed advisory relationships
- CIRO registration with a sponsoring regulated investment dealer
- Completed CSC, CPH, and dealer-required licensing
- Experience supporting high-net-worth client relationships
- Life Insurance Licensed or working toward licensing

Use client service, onboarding coordination, and securities compliance expertise to strengthen advisory relationships at Dumitru Flanagan and Associates.

📌 Wealth Advisory Client Service Associate (Victoria)
🏢 Dumitru Flanagan & Associates IG Private Wealth Management
📍 Victoria