Wealth Management Associate – Vancity Investment Management (18-Month Contract)

Vancity; Vancouver; On-site; CAD 69,700 - 86,100; Full time

Benefits offered by this job

Flexible benefit packages

3-4 weeks of vacation

Immediate health coverage

Defined benefit pension

Job summary

Vancity is seeking a Wealth Management Associate in Metro Vancouver to support members and enhance client service. The role demands attention to detail and collaboration with Portfolio Managers to service a growing book of members.

This full-time, on-site position values strong client service skills. The successful candidate will manage inquiries and assist with client information for financial planning.

Join Vancity, where your work makes a positive impact on the community.

Qualifications

• 1-3 years of experience in wealth management, financial services, or a client-facing role.
• Experience supporting advisors, portfolio managers, or sales professionals in a regulated environment.
• Understanding of compliance, risk management, and regulatory requirements in financial services.

Responsibilities

• Assist with onboarding and servicing members while maintaining high service standards.
• Handle incoming member inquiries by phone and email.
• Liaise with administration teams to initiate client forms and operational tasks.

Skills

Client service skills

Attention to detail

Collaboration

Education

Post-secondary education in business or finance

Tools

CRM systems

Job description

Vancity Investment Management (VCIM) is a rapidly growing leader in Responsible Investing with $4 billion in assets under management. We offer retail and institutional clients an active, integrated investment process that utilizes shareholder engagement and incorporates Environmental, Social and Governance (ESG) analysis and traditional financial analysis in the construction and management of investment portfolios.

Your Role in Supporting Our Members:

As a Wealth Management Associate, you will work closely with assigned registrants such as Portfolio Managers to service and grow a book of members. This role plays a key part in delivering a high‑quality member experience by supporting day‑to‑day operations, administration, and client service while identifying opportunities for referrals and business growth. We are seeking a detail‑oriented, relationship‑focused professional who thrives in a collaborative environment and is passionate about helping members achieve their financial goals.

This is a full-time, temporary role based in Metro Vancouver and is a fully on-site position. The role will report directly to the Manager VCIM.

How You'll Make an Impact:

• Assisting with onboarding and servicing new and existing members while maintaining high service standards
• Handling incoming member inquiries by phone and email and coordinating with assigned registrants to fulfill requests
• Liaising with administration teams to initiate client forms and operational tasks
• Gathering and inputting client information for financial planning, estate planning, and insurance activities
• Maintaining accurate and timely client files and CRM records
• Identifying opportunities and initiating appropriate referrals to support business growth
• Applying organizational risk, compliance standards, policies, and procedures in all activities

What You’ll Bring to the Team:

• Post‑secondary education in business, finance, or a related field
• 1-3 years of experience in wealth management, financial services, or a client‑facing administrative role
• Experience supporting advisors, portfolio managers, or sales professionals in a regulated environment
• Strong client service skills with the ability to manage multiple requests accurately and efficiently
• Working knowledge of CRM systems and client record management
• Understanding of compliance, risk management, and regulatory requirements in financial services

Extra Skills That Set You Apart:

• Experience with financial planning, estate planning, or insurance documentation
• Exposure to sales support or business development activities in wealth management
• Progress toward or interest in industry certifications or designations

You’ll Thrive Here If You Are:

• Detail-oriented - You take pride in maintaining accurate records and following through on commitments.
• Collaborative - You enjoy working closely with advisors, peers, and cross‑functional partners.
• Member-focused - You are motivated by delivering excellent service and building trusted relationships.
• Proactive - You look for opportunities to add value and support business growth.

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

What You’ll Earn:

The salary band for this role is $69,700 to $86,100. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why You’ll Love Working Here:

A career at Vancity is more than just a job, you’re joining a tradition of change‑makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer: We’re the largest private‑sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self‑identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.

At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive, barrier‑free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at [e-mail]. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.