Wealth Management Associate – Investment Management

Vancity Investment Management (VCIM) is a rapidly growing leader in Responsible Investing with $4 billion in assets under management. We offer retail and institutional clients an active, integrated investment process that utilizes shareholder engagement and incorporates Environmental, Social and Governance (ESG) analysis and traditional financial analysis in the construction and management of investment portfolios.

As a Wealth Management Associate , you will work closely with assigned registrants such as Portfolio Managers to service and grow a book of members. This role plays a key part in delivering a high‑quality member experience by supporting day‑to‑day operations, administration, and client service while identifying opportunities for referrals and business growth. We are seeking a detail‑oriented, relationship‑focused professional who thrives in a collaborative environment and is passionate about helping members achieve their financial goals.

This is a full
- time, temporary role based in Metro Vancouver and is a fully on
- site position. The role will report directly to the Manager VCIM .

• Assisting with onboarding and servicing new and existing members while maintaining high service standards
• Handling incoming member inquiries by phone and email and coordinating with assigned registrants to fulfill requests
• Liaising with administration teams to initiate client forms and operational tasks
• Gathering and inputting client information for financial planning, estate planning, and insurance activities
• Maintaining accurate and timely client files and CRM records
• Identifying opportunities and initiating appropriate referrals to support business growth
• Applying organizational risk, compliance standards, policies, and procedures in all activities

• Post‑secondary education in business, finance, or a related field
• 1-3 years of experience in wealth management, financial services, or a client‑facing administrative role
• Experience supporting advisors, portfolio managers, or sales professionals in a regulated environment
• Strong client service skills with the ability to manage multiple requests accurately and efficiently
• Working knowledge of CRM systems and client record management
• Understanding of compliance, risk management, and regulatory requirements in financial services

• Experience with financial planning, estate planning, or insurance documentation
• Exposure to sales support or business development activities in wealth management
• Progress toward or interest in industry certifications or designations

• Detail
  - oriented - You take pride in maintaining accurate records and following through on commitments.
• Collaborative - You enjoy working closely with advisors, peers, and cross‑functional partners.
• Member
  - focused - You are motivated by delivering excellent service and building trusted relationships.
• Proactive - You look for opportunities to add value and support business growth.

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

The salary band for this role is $69,700 to $86,100. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

A career at Vancity is more than just a job, you’re joining a tradition of change‑makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer :
  We’re the largest private‑sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• Customizable Benefits :
  Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation :
  New employees start with 3-4…