Financial Planning Client Associate

00015 Ameriprise Financial Services, LLC.; Vancouver; Hybrid; CAD 83,000 - 114,000; Full time

Job summary

Ameriprise Financial Services, LLC. is seeking a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, assist with client meetings, and manage paperwork and client communications to deepen relationships.

The role emphasizes in-office collaboration with on-site and hybrid work options, and requires relevant securities licenses or the ability to obtain them within 150 days. Strong numeric and organizational skills are essential.

Qualifications

• Bachelor's degree or equivalent required.
• 3 - 5 years relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork submitted including forms, signatures, and documentation to home office, track insurance applications and coordinate rollovers.
• Coordinate marketing events including compliance documentation and event reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, and supporting closes.

Skills

Client service experience

Strong math & analytical skills

Time management

Education

Bachelor's degree or equivalent

Series 7 or ability to obtain within 150 days

State securities agent registration (S63 or S66) or ability to obtain within 150 days

State IAR registration (S65 or S66) or ability to obtain within 150 days

Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days

Job description

Ameriprise Financial Services, LLC. is seeking a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, assist with client meetings, and manage paperwork and client communications to deepen relationships.

The role emphasizes in-office collaboration with on-site and hybrid work options, and requires relevant securities licenses or the ability to obtain them within 150 days. Strong numeric and organizational skills are essential.