Senior Associate - Wealth Management

A leading wealth management platform is looking to add a Senior Associate to its team in Vancouver.

This is an excellent opportunity for an experienced wealth management professional who is passionate about helping clients achieve their financial goals and wants to build a long-term career within a collaborative, team-oriented environment.

The Senior Associate will work closely with a group of client households and take responsibility for:

• Managing day-to-day client communication and relationship needs
• Handling service requests and ensuring a high level of client support
• Providing investment updates and discussing portfolio matters
• Supporting discussions around tax and estate planning
• Building trusted, long-term relationships with clients and their families
• Representing the broader team and firm in every client interaction

The ideal candidate will have several years of relevant industry experience and a strong client-facing skill set. The team is looking for someone who is:

• Highly attentive to detail and organized
• An excellent communicator with strong interpersonal skills
• A genuine team player who puts the group and clients ahead of themselves
• Highly ethical with strong personal and professional values
• Hardworking, dependable, and committed to delivering exceptional client service
• Looking to build a long-term career in wealth management rather than using the role as a short-term stepping stone

Relevant backgrounds could include:

• Candidates with an accounting background and several years of professional experience
• Wealth management professionals with several years in a client-facing Associate role
• Candidates who obtained their relevant licensing and WME credentials several years ago and have established industry experience

This is a great opportunity to join an established wealth management team and take on meaningful responsibility across a dedicated group of client relationships.