Senior Associate — High-Touch Client Experience

Wellington-Altus Private Wealth Inc.; Vancouver; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Employee benefits

Job summary

Wellington-Altus Private Wealth Inc. Vancouver office is seeking a Senior Associate to support a high-touch wealth management practice for wealthy clients and business owners.

You will handle administrative, client service, and investment-related activities while ensuring smooth practice operations. The role requires strong attention to detail, solid judgment, and the ability to manage multiple priorities in a professional setting.

Qualifications

• Bachelor’s degree in business administration, finance, or similar field or equivalent experience.
• Minimum 5 years in wealth management, investment advisory, private wealth, or financial services.
• Experience supporting high‑net‑worth clients and multi‑generational families is a strong asset.
• Experience managing complex account administration incl. trusts, estates, corporate accounts, or wealth transfer.
• Licensing/designations such as RR, IR, CIRE, CIM preferred or in progress.

Responsibilities

• Deliver high-touch service to high-net-worth individuals, families, and business owners with professionalism and discretion.
• Coordinate meetings, prepare customized materials, and facilitate follow-up activities.
• Act as liaison between clients, Advisors, and internal partners to ensure clear service delivery.
• Provide account information, portfolio updates, and transaction status reports accurately and timely.
• Manage account opening, transfers, maintenance, and documentation per regulatory requirements.
• Execute transactions and support complex client situations including estates and trusts.

Skills

Client service

Attention to detail

Communication

Organizational skills

Problem solving

Education

Bachelor’s degree in business/finance

Tools

Salesforce

Croesus

DocuSign

MS Office

Job description

Wellington-Altus Private Wealth Inc. Vancouver office is seeking a Senior Associate to support a high-touch wealth management practice for wealthy clients and business owners.

You will handle administrative, client service, and investment-related activities while ensuring smooth practice operations. The role requires strong attention to detail, solid judgment, and the ability to manage multiple priorities in a professional setting.