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Wealth Services Assistant (DCC)

Envision Financial · Duncan, British Columbia, Canada

Location
Duncan
Job Type
Full-time
Posted
March 20, 2026

Job Description

We are currently seeking a Wealth Services Assistant to join our team.

The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include: assisting in the preparation of client meetings, transaction documentation and participating in campaigns or special projects. Please note, this role may be required to work out of a wealth management centre.

Here’s what would be included as a part of your typical day

  • Sales and Service Strategy: Answers and responds to routine member phone calls and/or emails; proactively contacts members and assists with updates to member information; schedules member appointment on behalf of advisor; screens members and identifies opportunities to refer to other FW lines of business.
  • Member Transactions: Completes required documentation for the Senior Wealth Advisor and forwards for processing; fol...

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