Wealth Management Senior Associate - Client-First Team

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

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.