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.

Skills and Requirements

• P...