Client Services Associate

Associate Financial Advisor & Associate Portfolio Manager at RGF Integrated Wealth Management

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.

Compensation to be negotiated, commensurate with education, licensing, and experience. Salary range: $45-$68K dependent on licensing and experience.

• Post‑secondary education – BComm/BBA, Financial Management Diploma from BCIT or equivalent
• Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) an asset; securities license preferred
• Knowledge of mutual‑fund/securities products, regulations, policies, and procedures
• Knowledge of insurance products, regulations, policies, and procedures
• Excellent typing and computer skills – MS Office, database experience
• Excellent interpersonal, verbal, and written communication skills
• Strong organizational skills and attention to detail
• Ability to work independently and as a team member
• Proven prioritizing and multitasking skills to meet deadlines in a fast‑paced environment
• Strong desire to provide high‑quality client service2+ years of experience in a financial services environment an asset

• Organizational and administrative support to Financial Advisor and team
• Client meeting support: respond to client inquiries, schedule meetings, prepare meeting materials, maintain database, assist with research, analysis, financial plans, client statements, quotes, marketing support
• Securities, mutual funds, life and disability insurance processing and follow‑up
• Product reporting

Please note:

Only those applicants selected for an interview will be contacted.

Entry level

Full‑time