New Account Specialist



  • Sales & Marketing
  • Job Code: 9S162211912
  • Posted: September 13, 2018
The Job has been filled
David Aplin Group, one of Canada's Best Managed Companies, has partnered with our National Wealth Management Client to recruit a New Account Specialist for its expanding operation in Vancouver.

In this position the successful incumbent will work with a team of Investment Advisors responsible for providing service to high-net worth clients.

The incumbent will work in collaboration with the Advisors and clients to manage the onboarding process for new clients as well as existing clients looking to open new accounts.

This is a unique opportunity in that our Client places a particularly strong value on work-life-balance, professional and personal development plans and has shown repeatedly that top performers in the company are quickly moved into positions of responsibility.

The Role:

  • Preparing new account and transfer documentation
  • Communicating with clients directly working through documentation requirements to open accounts.
  • Liaising with custodians to execute client requests 
  • Reconciling in cash and in kind transfers
  • Entering client information into CRM database
  • Delivering a high level of end-to-end personalized client service
  • Actively engaging in ongoing learning and development to continuously improve skills and knowledge
The Ideal Candidate:

  • 1 - 3 years of related work experience preferably with exposure to back-office and client processes and procedures 
  • Canadian Securities Course (CSC) or other industry education is an asset
  • Strong time management skills, particularly the ability to prioritize tasks
  • Competency in Microsoft office computer software (Outlook, Word, Excel) and CRM database
The successful candidate will receive a comprehensive compensation package inclusive of a highly competitive salary and full benefits, a bonus at year-end and market leading profit-share options along with the opportunity to apply skills in an environment that will provide diverse client exposure.

Do not miss your chance to be considered for this position, apply today!

If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Simon Scully, Consultant, Aplin Generalist.  We thank all applicants; however, only those selected for an interview will be contacted.  #LI-VAN


If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly 4 decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!

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Simon Scully

Sales & Marketing / Office Professionals



  • 778.372.3478

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