Associate in Business Development & Marketing

Pursue a rewarding career at Pathfinder Asset Management as an Associate focused on Business Development and Client Services. Drive marketing initiatives and provide exceptional support to Wealth Advisors and clients in Vancouver.

In this dynamic role, you will assist in both business development and client support activities. Your responsibilities will involve managing outbound calling efforts, tracking marketing effectiveness, and facilitating client onboarding processes. A detail-oriented and proactive mindset will help ensure high-quality client service and alignment with Pathfinder's core values.

Key Responsibilities:
• Execute marketing campaigns through cold and warm calling
• Monitor the effectiveness of marketing initiatives
• Oversee client onboarding and relationship management
• Prepare necessary documentation for meetings and reviews
• Provide comprehensive administrative support for client services

Requi...