Enhance your career as a Wealth Management Associate with Vancity Investment Management in Metro Vancouver. In this on-site role, you'll focus on member service and operations to support financial growth.
In this full-time, temporary position, you will assist Portfolio Managers and service a growing book of clients. Essential skills include client interaction, administration, and identifying business opportunities. Your contributions will significantly impact member experiences and financial outcomes.
Key Responsibilities:
• Assist with onboarding new members ensuring excellent service
• Manage incoming member inquiries via phone and email
• Coordinate client forms with administration teams
• Maintain accurate client files and CRM records
• Identify referral opportunities for business growth
Requirements:
• Post-secondary education in finance or business
• 1-3 years experience in wealth management
• Strong client service and organizational skills
• F...