Wealth Associate (On-Site) (West Vancouver)

Your job

• Support investment advisors in providing superior customer service and respond promptly to client requests.
• Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments).
• Process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow‑up.
• Analyze, open, and update client files.
• Produce portfolio management reports.
• Manage client files administratively by scheduling appointments, preparing agendas, and preparing client meetings.
• Ensure adherence to compliance and risk‑management rules.

Prerequisites

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in the banking (back office), insurance, and/or financial industry.
• Completion of the Canadian Securities Course (CSC) and/or...