Associate, Business Development and Client Services
Job Description
Associate, Business Development and Client Services
Pathfinder Asset Management Limited is a wealth advisory firm based in Vancouver.Since the beginning, our focus has been the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results
Pathfinder’s Equally Invested culture means employees pay the same fees and invest in the same mandates as clients. We build trust by aligning interests with investors, applying a consistent investment strategy, and offering transparent, high-quality service.
Our Core Values: Equally Invested, Integrity, Humility, and Exceptional Service
Overall Role
The Associate assists Wealth Advisors with business development, manages daily client requests, coordinates account administration, and delivers timely, accurate responses. The preferred applicant is motivated, proactive, attentive to clients, detail-focused, and enthusiastic about learning.
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