Investment Associate – Wealth Management
Location: Langley, BC | In-Office | Established Advisory Practice
Why This Opportunity
This is a career-defining role for an experienced Investment Associate who wants more than execution work. You’ll partner closely with a seasoned team and a Senior Wealth Advisor and Portfolio Manager in an established, growing practice, playing a true strategic role in client relationships, asset growth, and long-term practice development.
If you’re currently successful in your role but feel underutilized, boxed in, or ready for the next level of responsibility, this opportunity offers meaningful scope, stability, and a clear path forward. You have the ability to join an established experienced team.
The Impact You’ll Make
You will be a trusted partner to the Wealth Advisor, directly influencing client outcomes and business growth by:
- Identifying and acting on opportunities to grow assets and deepen existing client relationships
- Applying deep product and planning knowledge to uncover cross-service opportunities
- Working alongside Wealth and Planning Specialists to deliver integrated, total-wealth solutions
- Preparing and presenting sophisticated portfolio reviews, reports, and client recommendations
- Shaping client communications, presentations, and practice-level marketing initiatives
- Providing leadership and mentorship to junior associates within the team
- Improving workflows and administrative processes to enhance efficiency, accuracy, and scalability
Who This Role Is For
This opportunity is best suited for professionals who bring:
- 5+ years of experience in wealth management or the securities industry
- Registration as a Registered Representative (RR) with CIRO
- Strong client presence and communication skills, you’re trusted, composed, and credible
- A high level of detail orientation paired with strong prioritization and time management
- A relationship-driven mindset with an interest in growing alongside a successful practice
- Team mindset, open mind
Assets That Set You Apart
- Progress toward or completion of CFP®, CIM®, or FCSI® designations
- Experience supporting affluent or high-net-worth client segments
- Comfort using CRM, portfolio management, and wealth administration platforms
- Ability to speak the Punjabi language would be helpful, enabling deeper connection with a diverse client base
- Natural leadership instincts and interest in long-term career progression
Career Path & Long-Term Growth
This role offers intentional career progression. High performers can grow into Senior Investment Associate, Associate Wealth Advisor, or Wealth Advisor roles, with increased client ownership, leadership responsibility, and participation in business development over time.
This is not a stepping-stone role; it’s a platform for long-term success.
What You Can Expect
- Competitive total compensation and a comprehensive benefits package, including incentive plans, pension, employee share programs, paid time off, and preferred employee banking rates
- A stable, well-supported advisory environment with strong infrastructure and resources
- A collaborative, inclusive culture that values professionalism, growth, and contribution
- Ongoing development through a robust virtual learning and professional advancement platform
- A role where your expertise is recognized, valued, and fully utilized
A Note for Passive Candidates
If you’re not actively looking but are open to the right opportunity, this role is worth a conversation. Confidential discussions are welcome.
About Us:
Express Employment Professionals works with job seekers to help them find the right job for their skills and experience. We have a variety of jobs available, and there are full-time, part-time, and temporary positions available. As one of the leading staffing companies in Canada, British Columbia, Fraser Valley we’re ready to help you take the next step in your career. Globally, Express employs more than 566,000 people across more than 800 franchise locations worldwide.
This position is posted by Express Employment Professionals as we are recruiting on behalf of our client. Client details will be shared later in the recruitment process.