About this role
Wealth Associate at Fil. Location: Vancouver, British Columbia, Canada. Role: Advisor support, Client onboarding, Portfolio administration Requirements: University degree in Business, Commerce, Finance or related field; 2-3 years wealth management operations experience; licensed IR/RR with CSC and CPH; strong portfolio administration knowledge; bilingual English/French. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Portfolio management tools, CRM Certifications: canadian securities course (csc), conduct & practice handbook (cph) Commitment: Full Time Workplace: Hybrid Languages: English, French