Build private wealth advisory experience in Vancouver through client meetings, portfolio reviews, and sophisticated family relationships. This in person role uses modern CRM and AI tools.
As an Associate Private Wealth Advisor, you will learn alongside the founder and senior partners from your first month. You will support high net worth and ultra high net worth families while coordinating investment, tax, estate, and insurance advice. The practice develops advisors through increasing client ownership.
Key Responsibilities:

Support high net worth and ultra high net worth families
Take ownership of client meetings and follow up progressively
Coordinate advice with clients' professional advisors
Participate in prospect meetings and build relationships
Partner on research, portfolio reviews, and recommendations
Requirements:

Three to five years in wealth management or private wealth
CIRO registration or a clear path toward obtaining it
Excellent communication and presentation skills
Authenticity, discretion, and a team first mindset
Stable track record and drive for a long term career
Apply private wealth experience, communication skills, and discretion while developing trusted client relationships with Vancouver families.

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Private Wealth Advisor Associate Vancouver