Associate, Private Clients - Vancouver, BC VC A

Leith Wheeler Investment Counsel Ltd. is an employee-owned firm, headquartered in Vancouver with offices in Calgary, Toronto, and Montreal. We manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada. · We are ...

Job description

Leith Wheeler Investment Counsel Ltd. is an employee-owned firm, headquartered in Vancouver with offices in Calgary, Toronto, and Montreal. We manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are seeking an Associate to join our Vancouver team on a 18-month maternity leave coverage contract. This role will support our team of Portfolio Manager in providing seamless and personalized service to clients and consultants. A significant component of the role involves overseeing and processing Know Your Client (KYC) documentation, with a strong focus on accuracy and consistency.

This role is also responsible to coordinate administrative, operational, and investment-related tasks to help deliver an outstanding client experience and ensuring operational excellence.

Responsibility Areas:

Account Administration

• Assist with ongoing KYC updates and suitability reviews.
• Ensure documentation and processes comply with regulatory standards.
• Facilitate onboarding of new clients, including documentation, KYC, and compliance processes.
• Maintain accurate client data and ensure CRM systems are up to date.
• Process account changes, transfers, cash movements, and trade instructions efficiently.
• Liaise with internal departments and external partners to resolve client issues.

Client Servicing & Relationship Management

• Serve as a point of contact for client requests.
• Prepare meeting materials, investment reports, and correspondence.
• Support client meetings through coordination, note-taking, and follow-up.
• Build strong relationships with clients by ensuring timely, proactive communication.

Portfolio & Investment Support

• Support portfolio rebalancing, client reporting, and performance review activities.
• Prepare trade tickets, investment proposals, and financial planning summaries.
• Monitor key client milestones, portfolio events, and tax-related deadlines.

Qualification and Experience:

• 2-5 years' experience working in private wealth, investment advisory, or financial services.
• Enrollment in the CFA program is an asset.
• Bachelor's degree in Business, Finance, or a related field.
• Proficiency in Excel, Word, Power Point, and Outlook.
• Familiarity with Bloomberg, Advent, and Salesforce software preferred.

Attributes for success:

• Client-first mindset and ability to communicate with professionalism and empathy.
• High attention to detail and strong organizational skills.
• Ability to work independently and collaborate effectively in a team setting.
• Impeccable professional ethics and integrity.
• A keen eye for detail.
• Highly proficient at managing multiple tasks and changing priorities.

Diversity and Inclusion:

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

Job Type: Fixed term contract

Contract length: 18 months

Pay: $68,000.00-$75,000.00 per year

Experience:

• wealth management: 2 years (required)

Work Location: Hybrid remote in Vancouver, BC V6C 3A6