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Senior Investment Associate
Job Description
We’re looking for an onsite Senior Investment Associate in the wealth management industry in downtown Vancouver, BC.
Our client is a well-established wealth management practice focused on building long-term client relationships and growing a sustainable advisory business. This role works closely with the Investment Advisor and broader team, supporting client relationships, financial planning activities, and business development initiatives while ensuring a high standard of service and operational excellence.
Senior Investment Associate responsibilities:
- Work directly with the Investment Advisor and team to support client relationships and the ongoing growth of the wealth. management business.
- Assist with maintaining and updating client Financial Plans and identifying planning and investment opportunities.
- Process and follow up on client documentation to ensure proper maintenance of client accounts.
- Assist with servicing existing clients and responding to client inquiries.
- Support the development of the wealth management business through various marketing and client engagement initiatives.
- Perform additional administrative and operational duties as required.
The successful candidate has:
- Active licensing as an Investment Representative (IR) or Registered Representative (RR) with CIRO
- A strong, well-rounded knowledge of the securities industry
- 5+ years of experience in wealth management, including managing client relationships and assets
- Excellent communication and interpersonal skills
- Strong organizational skills with exceptional attention to detail
- Demonstrated ability to manage multiple priorities, meet deadlines, and take initiative
- Ability to work independently and collaboratively with clients and team members at all levels
- Intermediate to advanced computer skills, including strong working knowledge of MS Office
- Experience with Dataphile, Salesforce, and Conquest is considered an asset
Compensation and benefits:
- The discussed salary range is $70,000 – $90,000 depending on experience
- Candidates with additional experience and higher compensation expectations may also be considered
- Comprehensive benefits package
- Collaborative, client-focused work environment
Meet Your Recruiter
Deena Abramson
Recruitment Consultant
Administrative & Customer Service
Specializing in the placement of office personnel, Deena has over 8 years of success recruiting exceptional candidates for administrative and customer service roles. Beginning her career at a recruitment firm in Boston, she quickly advanced into leadership roles, overseeing a team of five direct reports while consistently managing a full desk of permanent and temporary roles.
Deena's recruitment philosophy is defined by her ability to move quickly and efficiently, matching clients with ideal candidates through her organized approach and strong communication skills. She is particularly passionate about building meaningful relationships, taking a personalized approach that ensures the right fit for everyone involved. Her goal-oriented mindset and commitment to transparency set her apart, as she carefully prepares candidates for interviews and provides honest, market-informed guidance about potential opportunities.
A recent transplant to Vancouver, Deena is an avid outdoor enthusiast who loves running and hiking, and has completed an 800km backpacking trip along the Colorado Trail. When not exploring the outdoors, she enjoys the company of her two cats with tea-themed names, Earl and Oolong.