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Client Service Associate

Vancouver, British Columbia, Canada • Posted June 05, 2026

Job Type: Full time
Location: Vancouver, British Columbia
Posted: June 05, 2026
Category: Information and Record Clerks
Application Deadline: July 15, 2026

Role Description

Application Deadline:

05/07/2026

Address:

595 Burrard Street

Job Family Group:

Wealth Sales & Service

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

  • Books meetings with new prospects and prepares introductory package for the prospect/referral.
  • Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
  • Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
  • Follows up on client inquiries, account mainten...

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