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 qualified 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.

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