Wealth Services Assistant (South Point Branch)

Envision Financial; Surrey; On-site; CAD 45,000 - 60,000; Full time

Job summary

Envision Financial is seeking a Wealth Services Assistant for their South Point branch in Surrey, BC. This role involves providing administrative and marketing support to Senior Wealth Advisors, responding to client inquiries, and ensuring compliance with internal policies. The ideal candidate will possess strong organizational skills, a high school diploma, and experience in a financial setting. Join a company that values community engagement and offers a competitive rewards package.

Benefits

Competitive salary plus performance incentives

Annual merit increases

Flexible benefits and retirement support

Vacation time and flexible 'Day4U'

Financial perks such as waived service fees

Three paid volunteer days annually

Qualifications

• Minimum 2 years’ experience in a financial institution or brokerage as an investment advisor assistant.
• 1 year of administrative or marketing experience preferred.
• Understanding of risk management and adherence to policies.

Responsibilities

• Provides administrative and marketing support to Senior Wealth Advisors.
• Completes required documentation for transactions and member inquiries.
• Organizes seminars and prepares invitations for member events.

Skills

Interpersonal skills

Written communication

Organizational skills

Attention to detail

Multi-tasking

Education

High School Diploma

CSI Canadian Securities Course

Tools

Microsoft Office

Banking software

CRM programs

Job description

We are currently seeking a Wealth Services Assistant to join our team at the South Point Envision Financial branch in Surrey, BC.

The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include assisting in the preparation of client meetings, transaction documentation, and participating in campaigns or special projects. Please note, this role may require working out of a wealth management centre.

Here’s what would be included as a part of your typical day

• Sales and Service Strategy: Answers and responds to routine member phone calls and emails; proactively contacts members and assists with updates to member information; schedules member appointments on behalf of the advisor; screens members and identifies opportunities to refer to other FW lines of business.
• Member Transactions: Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within established timeframes to ensure transactions are processed.
• Marketing Support: Organizes seminars (on or off-site); prepares invitations and follows up with members to confirm attendance; identifies potential new members/prospects.
• Administrative Support: Monitors the advisor’s diary and ensures annual review letters are prepared as required; identifies upcoming reviews and ensures appointments are scheduled; prepares queries on member data; starts the financial plan for the Senior Wealth Advisor; maintains accurate member files.
• Trades: Discusses and processes trades when required on behalf of members.
• Risk Management: Maintains a professional conduct standard; promotes a positive organizational image; ensures compliance with audit, risk management, and internal policies.

Required Skills, Experience & Qualifications

• High School Diploma required
• May require completion of CSI Canadian Securities Course & CPH and/or IIROC licensing
• Some roles may require licensing depending on the Wealth Specialist supported
• Minimum 2 years’ experience in a financial institution or brokerage as an investment advisor assistant
• 1 year of administrative or marketing experience preferred
• Strong interpersonal and written communication skills
• Proven organizational skills with attention to detail
• Ability to multi-task and prioritize to meet deadlines
• Proficient in Microsoft Office, banking software, and CRM programs
• Understanding of risk management and adherence to policies

Why work for us?

We offer a comprehensive rewards package, including:

• Competitive salary plus performance incentives
• Annual merit increases
• Flexible benefits and retirement support
• Vacation time, a flexible “Day4U,” and options to purchase additional days
• Financial perks such as waived or reduced service fees, discounted loans, and interest-free loans for lifestyle and wellness items

Additionally, enjoy socially conscious perks like three paid volunteer days annually.

What’s your place in the First West story? Apply now and discover your fit with us!

First West regrets that only shortlisted candidates will be contacted.