Client Services Associate

RGF Integrated Wealth Management Ltd.; Vancouver; Hybrid; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Health and dental benefits

RRSP matching

Vacation and personal days

Life insurance

Wellness Spending Accounts

Job summary

RGF Integrated Wealth Management Ltd. in Vancouver seeks a Client Services Associate to support a Financial Advisory Team. The role offers hybrid work, with initial time in-office and then a mix of remote and in-office duties.

Compensation is negotiated based on licensing and experience, in the range of 45–60k CAD annually. Ideal candidates hold a bachelor’s degree and have strong organizational, multitasking, and client-service skills.

Qualifications

• University degree or equivalent; Bachelor or BA preferred.
• Finance-related coursework or diploma is an asset.
• 2+ years of financial services experience is an asset.

Responsibilities

• Provide organizational and administrative support to Financial Advisor and Team.
• Assist with client meeting preparations, inquiries, scheduling, and research support.
• Process securities, mutual funds, life and disability insurance transactions.
• Prepare product reports and client statements.
• Support marketing activities and client communications.

Skills

Organizational skills

Multitasking

Client service

Communication skills

MS Office

Database experience

Team player

Independent worker

Financial services knowledge

Education

University Degree – BBA, BCom or BA

Financial Management Diploma from BCIT (asset)

Tools

MS Office

CRM software

Database software

Job description

RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Client Services Associate who can provide outstanding organizational and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry. We offer a competitive and comprehensive compensation and benefits plan, and a positive work environment. If you are looking for an opportunity to develop your skills in a supportive working environment, we’d love to hear from you.The position is a hybrid model with initial time solely in our offices and then a hybrid of remote and in-office work. Compensation to be negotiated, commensurate with education, licensing, and experience. Salary range: $45-$60K dependent on licensing and experience.

Skills and Requirements:

• University Degree – BBA, BCom or BA. In addition, Financial Management Diploma from BCIT or equivalent experience can be an asset.
• Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or compliance with applicable CIRO proficiency requirements an asset, or securities license preferred
• Strong organizational skills and attention to detail
• Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment
• Strong desire to provide high-quality client service
• Knowledge of mutual fund/securities products, regulations, policies, and procedures
• Excellent typing and computer skills - MS Office, database experience
• Excellent interpersonal, verbal, and written communication skills
• Ability to work independently and as a team member
• 2+ years of experience in a financial services environment is an asset

Duties and responsibilities:

• Organizational and administrative support to Financial Advisor and Team
• Client meeting support (client inquiries, scheduling, database maintenance, assistance with research, analysis, financial plans, client statements, quotes, marketing support)
• Securities, mutual funds, life and disability insurance processing and follow-up
• Product reporting
• Comprehensive Health and Dental Benefits
• Health Care and Taxable Wellness Spending Accounts
• Continuing Education Opportunities, Employee Assistance Program, Life Insurance
• Three weeks of Vacation per year as well as paid personal days
• RRSP matching
• Monthly engagement events and activities