Support high net worth families as an Associate Private Wealth Advisor, coordinating sophisticated advice and developing ownership of client relationships. Work in person in Vancouver.

This associate opportunity offers early exposure to prospect meetings and client reviews alongside the founder and senior partners. You will coordinate investment, tax, estate, and insurance advice with professional advisors. Your responsibilities will expand as you demonstrate capability while supporting a selective private wealth practice.

Key Responsibilities:

- Support high net worth and ultra high net worth families
- Coordinate investment, tax, estate, and insurance advice
- Attend prospect meetings and help build the pipeline




- Convert introductions into lasting client relationships
- Use CRM and AI tools to improve client service

Requirements:

- Three to five years in private banking or investment advisory
- CIRO registration or a explicit path to obtaining it
- Strong communication and presentation abilities
- Energy and ability to connect with sophisticated clients
- Authenticity, discretion, and long term career commitment

Bring private banking or advisory experience to family relationships, coordinated advice, and growing client ownership in Vancouver.

📌 High Net Worth Wealth Advisor Associate (Vancouver)
🏢 The Mirillion Group
📍 Vancouver