Wealth Management Senior Associate

Alexander Chapman; Vancouver; On-site; CAD 80,000 - 110,000; Full time

Job summary

Alexander Chapman in Vancouver is seeking a Senior Associate to join its client-first wealth management practice. You will serve as the primary contact for a portfolio of high-net-worth clients, delivering investment updates and support on wealth, tax, and estate planning strategies.

Work closely with advisors in a team-oriented environment that values integrity, long-term relationships, and careful attention to detail. A 3+ year background in wealth management and licensing are preferred.

Qualifications

• 3+ years of wealth management or financial services experience.
• Strong client relationship and communication skills.
• Industry licensing (or equivalent wealth management credentials) preferred.

Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth clients.
• Provide exceptional service, investment updates, and support on wealth, tax, and estate planning strategies.
• Collaborate with advisors in a team-oriented environment to uphold integrity and attention to detail.

Skills

Client relationship skills

Strong communication skills

Collaborative professional

Education

Accounting or Finance background

Job description

A well-established and growing wealth management team is looking for a Senior Associate to join its collaborative, client-first practice.

In this role, you'll serve as the primary point of contact for a portfolio of high-net-worth clients, providing exceptional service, investment updates, and support on wealth, tax, and estate planning strategies. You'll work closely with advisors in a team-oriented environment where long-term relationships, integrity, and attention to detail are highly valued.

What we're looking for:

• 3+ years of wealth management or financial services experience
• Strong client relationship and communication skills
• Industry licensing (or equivalent wealth management credentials) preferred
• Accounting or finance background is a plus
• A collaborative professional looking to build a long-term career

This is an excellent opportunity to join a respected team that values professional growth, collaboration, and delivering an outstanding client experience.