Private Wealth Associate for KYC & Client Service(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

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