Wealth Management Associate – Vancity Investment Management (18-Month Contract)

About Vancity Investment Management

Vancity Investment Management (VCIM) is a rapidly growing leader in Responsible Investing with $4 billion in assets under management. We offer retail and institutional clients an active integrated investment process that utilizes shareholder engagement and incorporates Environmental Social and Governance (ESG) analysis and traditional financial analysis in the construction and management of investment portfolios.

Your Role in Supporting Our Members:

As a Wealth Management Associate you will work closely with assigned registrants such as Portfolio Managers to service and grow a book of members. This role plays a key part in delivering a highâquality member experience by supporting dayâtoâday operations administration and client service while identifying opportunities for referrals and business growth. We are seeking a detailâoriented relationshipâfocused professional who thrives in a collaborative environment and is passionate about helping members achieve their financial goals.

This is a fullâtime temporary role based in Metro Vancouver and is a fully onâsite position. The role will report directly to the Manager VCIM.

How Youll Make an Impact:

• Assisting with onboarding and servicing new and existing members while maintaining high service standards
• Handling incoming member inquiries by phone and email and coordinating with assigned registrants to fulfill requests
• Liaising with administration teams to initiate client forms and operational tasks
• Gathering and inputting client information for financial planning estate planning and insurance activities
• Maintaining accurate and timely client files and CRM records
• Identifying opportunities and initiating appropriate referrals to support business growth
• Applying organizational risk compliance standards policies and procedures in all activities

What Youll Bring to the Team:

• Postâsecondary education in business finance or a related field
• 13 years of experience in wealth management financial services or a clientâfacing administrative role
• Experience supporting advisors portfolio managers or sales professionals in a regulated environment
• Strong client service skills with the ability to manage multiple requests accurately and efficiently
• Working knowledge of CRM systems and client record management
• Understanding of compliance risk management and regulatory requirements in financial services

Extra Skills That Set You Apart:

• Experience with financial planning estate planning or insurance documentation
• Exposure to sales support or business development activities in wealth management
• Progress toward or interest in industry certifications or designations

Youll Thrive Here If You Are:

• Detailâoriented You take pride in maintaining accurate records and following through on commitments.
• Collaborative You enjoy working closely with advisors peers and crossâfunctional partners.
• Memberâfocused You are motivated by delivering excellent service and building trusted relationships.
• Proactive You look for opportunities to add value and support business growth.

We value lived experience so if you are interested in this role we encourage you to apply even if you feel your skills dont perfectly align with those listed.

What Youll Earn:

The salary band for this role is $69700 to $86100.Base pay offered may vary depending on factors such as relevant qualifications skills previous experience and internal equity. As part of our total rewards package employees may also be eligible for our annual incentive program subject to program eligibility requirements.

Why Youll Love Working Here:

A career at Vancity is more than just a job youre joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer: Were the largest private-sector Living Wage Employer in Canada and consistently ranked among Canadas Top Employers.
• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year with additional days earned over time.
• Extra Stat Holidays: In addition to BCs 11 statutory holidays we offer 2 extra days plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life recognizing that retirement looks different for everyone.
  
  

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous Black or Trans. With special permission from the BC Human Rights Commissioner this initiative provides access to career development opportunities prioritized job screening and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative in line with the BC Personal Information Protection Act (PIPA). For details please see our dedicated Talent Programs job posting.

At Vancity were committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage) we encourage you to let us know by contacting our Talent Acquisition team at Were here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality so you can participate fully in the process.

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 69700 - 86100