Associate, Client Service/Financial Planning

Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with office presence in Vancouver and Edmonton.

Since the beginning, our focus has been the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results.

Pathfinder holds true to its Equally Invested culture, where employees pay same fees and invest in same mandates as clients. We develop trusting relationships with our clients by aligning our interests with investors, utilizing consistent approach to investment management, and providing high level of service and transparency.

Pathfinder Core Values: Equally Invested, Integrity, Humility, and Exceptional Service

Overall Role

Working within the Client Service and Wealth Advisory team, the Associate position plays a key role in supporting advisors and delivering an exceptional client experience. This position is responsible for managing day-to-day cli...