Associate, Private Clients (15-month contract)

Leith Wheeler Investment Counsel Ltd.; Vancouver; Hybrid; CAD 68,000 - 72,000; Part time

Benefits offered by this job

Meaningful hands-on experience

Mentorship and professional develop.

Client exposure

Ownership and responsibility

Collaborative, employee-owned culture

Competitive compensation

Job summary

Leith Wheeler Investment Counsel Ltd. in Vancouver seeks an Associate to join our Private Clients team on a 15-month maternity leave contract.

The role supports Portfolio Managers, manages KYC documentation, and coordinates administrative, operational, and investment tasks to deliver outstanding client service. You will maintain client data in CRM, process account changes, and liaise with internal teams and external partners to resolve client issues, while upholding regulatory standards and a

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Enrollment in CFA program is an asset.
• Demonstrated experience with MS Excel, PowerPoint, Outlook and Word
• Passionate about private wealth, investment advisory, or financial services.
• Client-first mindset and ability to communicate with professionalism and empathy.
• Strong written and verbal communication skills with attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Assist with ongoing KYC updates and suitability reviews.
• Ensure documentation and processes comply with regulatory standards.
• Assist with onboarding of new clients, including documentation, KYC, and compliance processes.
• Maintain accurate client data and ensure CRM systems are up to date.
• Process account changes, transfers, cash movements, and trade instructions efficiently.
• Liaise with internal departments and external partners to resolve client issues.
• Serve as a point of contact for client requests.
• Prepare meeting materials, investment reports, and correspondence.
• Support client meetings through coordination, note-taking, and follow-up.
• Build strong relationships with clients by ensuring timely, proactive communication.
• Support portfolio rebalancing, client reporting, and performance review activities.
• Prepare trade tickets, investment proposals, and financial planning summaries.
• Monitor key client milestones, portfolio events, and tax-related deadlines.

Education

Bachelor's degree in Business, Finance, or a related field.

Tools

MS Excel

PowerPoint

Outlook

Word

Job description

Associate, Private Clients (15-month contract)

Leith Wheeler Investment Counsel Ltd. is an employee-owned firm, headquartered in Vancouver with offices in Calgary, Toronto, and Montreal. We manage over $35 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada. We are seeking an Associate to join our Vancouver team on a 15-month maternity leave coverage contract. This role will support our team of Portfolio Managers in providing seamless and personalized service to clients and consultants. A significant component of the role involves overseeing and processing Know Your Client (KYC) documentation, with a strong focus on accuracy and consistency. This role is also responsible to coordinate administrative, operational, and investment-related tasks to help deliver an outstanding client experience and ensuring operational excellence.

Diversity and Inclusion: Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

Job Description:

• Account Administration
  • Assist with ongoing KYC updates and suitability reviews.
  • Ensure documentation and processes comply with regulatory standards.
  • Assist with onboarding of new clients, including documentation, KYC, and compliance processes.
  • Maintain accurate client data and ensure CRM systems are up to date.
  • Process account changes, transfers, cash movements, and trade instructions efficiently.
  • Liaise with internal departments and external partners to resolve client issues.
• Client Servicing & Relationship Management
  • Serve as a point of contact for client requests.
  • Prepare meeting materials, investment reports, and correspondence.
  • Support client meetings through coordination, note-taking, and follow-up.
  • Build strong relationships with clients by ensuring timely, proactive communication.
• Support portfolio rebalancing, client reporting, and performance review activities.
• Prepare trade tickets, investment proposals, and financial planning summaries.
• Monitor key client milestones, portfolio events, and tax-related deadlines.

Job Qualifications:

• Bachelor's degree in Business, Finance, or a related field.
• Enrollment in the CFA program is an asset.
• Demonstrated experience with MS Excel, PowerPoint, Outlook and Word
• Passionate about private wealth, investment advisory, or financial services
• Client-first mindset and ability to communicate with professionalism and empathy.
• Strong written and verbal communication skills with attention to detail
• Ability to work independently and collaboratively in a fast-paced environment

What We Offer:

• Meaningful, hands-on experience: Work alongside experienced Portfolio Managers and gain practical exposure to private wealth and investment management, with the opportunity to contribute to real client and business needs.
• A broad learning experience: Develop a strong understanding of client servicing, investment operations, KYC and regulatory requirements, portfolio management and the day-to-day operations of an investment management firm.
• Mentorship and professional development: Learn from experienced professionals who will provide guidance and feedback.
• Client exposure: Develop your communication and relationship-management skills by supporting client and consultant interactions and helping deliver a seamless, personalized client experience.
• Ownership and responsibility: Take ownership of meaningful assignments, build your attention to detail and problem-solving skills, and see the impact of your work on clients and the broader team.
• Collaborative, employee-owned culture: Be part of a team-oriented environment where people are encouraged to collaborate, share ideas, learn from one another and take pride in delivering excellence.
• Competitive compensation: $68,000 - $72,000 per annum.