Associate Private Wealth Advisor

The Mirillion Group; Vancouver; On-site; CAD 70,000 - 110,000; Full time

Job summary

The Mirillion Group is seeking an Associate to support a leading Canadian boutique wealth practice in Vancouver. You will learn from the founder and senior partners from day one, participate in prospect meetings and client reviews, and gradually take on more responsibility as you prove yourself.

The team, based in a premium downtown Vancouver office, mentors you within a high-performance environment and provides a clear path to develop a long-term advisory career with trusted families and family

Qualifications

• 3 to 5 years in wealth management or investment advisory.
• CIRO registration, or a clear path to obtaining it.
• Excellent communication and presentation skills, with energy and the ability to connect with sophisticated clients.
• Authenticity, discretion and a team first mindset.
• A stable track record and drive to build a long-term career.

Responsibilities

• Support high net worth and ultra high net worth families, taking on more ownership of client meetings and follow up over time.
• Coordinate advice across investment, tax, estate and insurance with clients' other professional advisors.
• Join prospect meetings, help build a pipeline and turn introductions into relationships.
• Partner with portfolio managers and analysts on research, portfolio reviews and recommendations.
• Use modern CRM and AI tools to improve efficiency and client service.

Skills

Wealth management

Client relationships

Communication skills

Discretion

Team mindset

Education

CIRO registration

Tools

CRM software

AI tools

Job description

We are working in exclusive partnership with one of Canada's leading boutique wealth practices, a team trusted by some of the country's most successful families, entrepreneurs and family offices.

Why this opportunity is different

Associate roles at most firms mean years of reports and admin before you are trusted in front of a client. This team takes a different approach. You will learn alongside the founder and senior partners from your first month, sit in on prospect meetings and client reviews, and take on more responsibility as you show what you can do.

The practice is small and selective, takes on only a handful of new families a year, and has a clear ten year plan to grow significantly. The founder is building a succession plan and wants to develop the next generation of advisors from within. If you are ambitious and have been waiting for the chance to step up, this is a place where that can happen.

What you will do

• Support high net worth and ultra high net worth families, taking on more ownership of client meetings and follow up over time
• Coordinate advice across investment, tax, estate and insurance with clients' other professional advisors
• Join prospect meetings, help build a pipeline and turn introductions into relationships
• Partner with portfolio managers and analysts on research, portfolio reviews and recommendations
• Use modern CRM and AI tools to improve efficiency and client service

What you bring

• 3 to 5 years in wealth management, private wealth, private banking or investment advisory
• CIRO registration, or a clear path to obtaining it
• Excellent communication and presentation skills, with energy and the ability to connect with sophisticated clients
• Authenticity, discretion and a team first mindset
• A stable track record and real drive to build a long term career

The environment

You will work in a close, high performance team with significant senior experience, a premium downtown Vancouver office and the backing of a large independent wealth management firm. The practice invests in the development of people who bring drive and a strong work ethic.

This is an in person role in Vancouver. All conversations are confidential.