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.
Private Wealth Advisor Associate Vancouver employer: The Mirillion Group
This organization stands out as an exceptional employer for the Director of International Tax role, offering a dynamic work environment that prioritizes modernization and innovation in tax management. Employees benefit from a strong commitment to professional development, with ample opportunities for growth and regular engagement with senior leadership, ensuring that your contributions are recognized and valued. Located in a vibrant city, the company fosters a collaborative culture that encourages teamwork and the sharing of ideas, making it an ideal place for seasoned tax professionals looking to make a meaningful impact.
