Top Tech Jobs & Startup Jobs in Vancouver

Supports Investment Advisors, clients, and branch operations through administrative coordination, client service, account maintenance, trade processing, documentation, reporting, compliance activities, and portfolio review preparation. The role also coordinates marketing and client events, resolves inquiries, maintains client records, supports technology and policy questions, mentors junior staff, and helps retain and grow client relationships while protecting client and bank assets.

Provides customer service and transactional support in a bank branch, identifies personal banking and credit card needs, recommends digital and self-service options, and refers customers to appropriate specialists. Handles cash reconciliation, service requests, account inquiries, operational tasks, and compliance procedures. Builds customer relationships, supports branch business results, identifies suspicious activity, and escalates complex issues while maintaining accuracy, privacy, and regulatory compliance.

Manages high-value corporate banking relationships, drives new business and cross-selling, structures complex deals, secures credit approvals, and expands client portfolios. Resolves complex client issues, analyzes market and financial trends, ensures regulatory compliance, and collaborates with internal teams and senior leaders to deliver tailored financial solutions. The role also monitors portfolio returns, identifies share-of-wallet opportunities, and provides strategic advice to key clients.

Provides administrative, operational, and client-service support for a wealth management team. Responsibilities include building client relationships, supporting acquisition and retention, conducting outbound calls, coordinating marketing and sales materials, explaining investment products, resolving client issues, preparing reports and dashboards, coordinating meetings, and following risk, compliance, and regulatory procedures. Requires investment-industry knowledge, relevant licensing, analytical ability, and 2–3 years of related experience.

Provide administrative and operational support for investment planning and client service. Manage client relationships, prepare reports and meeting materials, maintain schedules, handle client requests and escalations, support marketing and strategic initiatives, ensure compliance and risk controls, analyze data to provide insights, and help grow and retain client relationships.

Supports Investment Advisors and branch operations through client service, meeting coordination, portfolio review preparation, account maintenance, trade processing, asset monitoring, regulatory documentation, and client relationship management. Handles inquiries, complaints, money movement, reporting, and compliance tasks while mentoring team members and supporting investment-related sales and service activities.

Leads advanced wealth planning for high-net-worth and ultra-high-net-worth clients, developing complex financial plans and wealth strategies covering tax, estate, succession, and philanthropic planning. Partners with Investment Advisors and Branch Managers to deliver client presentations, expand asset relationships, support sales campaigns, and grow and retain client assets. Provides coaching, strategic insight, and customized advice while adhering to banking, investment, lending, legal, regulatory, and risk-management requirements.

Builds and manages referral networks to generate mortgage business and grow home-financing market share. Develops sales and marketing initiatives, identifies cross-selling opportunities, guides customers through mortgage applications, coordinates processing and documentation, resolves issues, and ensures timely funding. Maintains regulatory compliance, analyzes business data, prepares reports, supports strategic initiatives, and collaborates with branch teams and external partners to deliver strong customer service and achieve sales goals.

Builds and manages referral networks to generate mortgage business and expand home-financing market share. Develops sales and marketing programs, identifies cross-selling opportunities, guides customers through mortgage applications, coordinates with branch teams, resolves issues, and ensures compliant transaction processing. The role also provides banking product referrals, analyzes business information, prepares reports, supports strategic initiatives, and maintains strong relationships with customers, real estate partners, and internal stakeholders.

Build and manage referral networks to generate mortgage business and expand home-financing market share. Develop sales and marketing programs, identify cross-sell opportunities, guide customers through mortgage applications, coordinate with branch teams, resolve issues, and ensure compliant, timely funding. Maintain customer and transaction records, analyze data, prepare reports, support strategic initiatives, and provide advice on banking and lending solutions.