Vancouver Financial Services Associate

Join Wellington-Altus in Vancouver as a Financial Services Associate, where you will drive client success with your administrative skills and financial acumen. Assist in client relationship management while supporting wealth advisors.

In this role, you will report to the Senior Wealth Advisor and Senior Portfolio Manager, offering vital administrative and operational support. Your knowledge of the financial industry and experience in client service will enhance team efficiencies and client satisfaction. This opportunity is perfect for those seeking to grow in a prestigious financial firm.

Key Responsibilities:

• Manage client inquiries and maintain updated records

• Act as liaison between clients and financial professionals

• Complete administrative tasks related to account management

• Prepare insightful daily reports for the advisory team

• Ensure compliance and organization in client documentation

Requirements:

• Bachelor’s degree or equivalent experience in finance

• Minimum 5 years in financial services and 2 years in client-focused roles

• Required securities industry licensing

• Proficient with MS Office suite and Salesforce

• High accountability and strong problem-solving abilities

Elevate your career at Wellington-Altus while making an impact in client service and financial planning.
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