Senior Investment Associate

Wealth Management Industry | Downtown Vancouver

We are looking for a full onsite Senior Investment Associate to join a well-established wealth management practice in downtown Vancouver, BC.

This role requires licensing and significant experience within the securities industry. The Senior Investment Associate works closely with the Investment Advisor and broader team to support client relationships, financial planning activities, and business development initiatives. This is a senior-level position for an experienced wealth management professional who can operate independently, deliver exceptional client service, and contribute to the ongoing growth of the advisory business.

Senior Investment Associate responsibilities: