Associate
$40,000–$50,000 year
On-site · Chilliwack, British Columbia, Canada
Job Summary
Coordinate and prepare meetings for Advisors with clients/prospects; provide proactive client service with focus on problem resolution and attention to detail; liaise with various departments for execution; respond to client inquiries (account transactions, tax receipts, account reporting); assist Advisor team with client onboarding; manage communications from clients, Advisors, and external partners; maintain and update client files in compliance with regulatory requirements; ensure proper settlement and delivery of trades and keep documentation up-to-date across systems.
Required Qualifications
- Canadian Investment Regulatory Examination (CIRE) or CFA Level I (preferred)
- Strong Microsoft Office Suite
- High level of time management and organizational skills
- Demonstrated ability to provide world-class client service with professional, warm, and friendly demeanor
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