Wealth Services Assistant (DCC)

Envision Financial

📍 Duncan, British Columbia, Canada

Full-time Counselors, Social Workers, and Other Community and Social Service Specialists

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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Job Details

Location Duncan, British Columbia

Job Type Full-time

Category Counselors, Social Workers, and Other Community and Social Service Specialists

Posted March 20, 2026

Deadline April 29, 2026