Client Services Associate

Company Description

RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Client Services Associate who can provide outstanding organizational and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry.

We offer a competitive and comprehensive compensation and benefits plan, and a positive work environment. If you are looking for an opportunity to develop your skills in a supportive working environment, we’d love to hear from you.

The position is a hybrid model with initial time solely in our offices and then a hybrid of remote and in-office work.

Compensation to be negotiated, commensurate with education, licensing, and experience. Salary range: $45-$60K dependent on licensing and experience.

Skills and Requirements

• University Degree – BBA, BCom or BA

In addition, Financial Management Diploma from BCIT or equivalent experience can be an asset.

• Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or compliance with applicable CIRO proficiency requirements an asset, or securities license preferred
• Strong organizational skills and attention to detail
• Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment
• Strong desire to provide high-quality client service
• Knowledge of mutual fund/securities products, regulations, policies, and procedures
• Excellent typing and computer skills - MS Office, database experience
• Excellent interpersonal, verbal, and written communication skills
• Ability to work independently and as a team member
• 2+ years of experience in a financial services environment is an asset

Duties and responsibilities

• Organizational and administrative support to Financial Advisor and Team
• Client meeting support (client inquiries, scheduling, database maintenance, assistance with research, analysis, financial plans, client statements, quotes, marketing support)
• Securities, mutual funds, life and disability insurance processing and follow-up
• Product reporting

Benefits

• Comprehensive Health and Dental Benefits
• Health Care and Taxable Wellness Spending Accounts
• Continuing Education Opportunities, Employee Assistance Program, Life Insurance
• Three weeks of Vacation per year as well as paid personal days
• RRSP matching
• Monthly engagement events and activities

To Apply

Please e-mail your cover letter (including salary expectations) and resume to Hamed Haddadi at ***email_hidden***. Put “Client Services Associate” in the subject line of your email.

Please note: Only those applicants selected for an interview will be contacted.