Jobs in Delta

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Within 25 km of Delta

Added 3 months ago
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Alexander Chapman

Wealth Management Senior Associate

Vancouver, BC, Canada

Full-time

Within 25 km of Delta · About 22 km from the city centre

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Job details

Job type: Full-time
Experience: 3+ years of wealth management or financial services experience
Posted: Jul 20, 2026

Original job description

Senior Associate - Wealth Management

A well-established and growing wealth management team is looking for a Senior Associate to join its collaborative, client-first practice.

In this role, you'll serve as the primary point of contact for a portfolio of high-net-worth clients, providing exceptional service, investment updates, and support on wealth, tax, and estate planning strategies. You'll work closely with advisors in a team-oriented environment where long-term relationships, integrity, and attention to detail are highly valued.

What we're looking for:

3+ years of wealth management or financial services experience
Strong client relationship and communication skills
Industry licensing (or equivalent wealth management credentials) preferred
Accounting or finance background is a plus
A collaborative professional looking to build a long-term career

This is an excellent opportunity to join a respected team that values professional growth, collaboration, and delivering an outstanding client experience.

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More about this job

Responsibilities

Serve as the primary point of contact for high-net-worth clients to provide exceptional service and investment updates. Support clients with wealth, tax, and estate planning strategies within a collaborative team environment.

Requirements

Candidates should have at least 3 years of experience in wealth management or financial services. Strong communication skills and industry licensing or a background in accounting or finance are preferred.

Skills

Wealth Management
Investment Updates
Tax Planning
Estate Planning
Financial Services
Communication Skills
Accounting
Finance
Client Service

Visa sponsorship

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Keywords

Wealth Management
High-Net-Worth Clients
Investment Management
Tax Planning
Estate Planning
Financial Services
Investment Banking
Client Relations
Finance
Accounting

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