Located in the heart of beautiful Vancouver, British Columbia, WiseInvest™ was created to help Canadians achieve financial independence with a sound financial plan in place. Backed by this pursuit is a team of knowledgeable experts that deliver personalized financial planning and advising to lower taxes and maximize portfolio growth.
Hybrid · Vancouver
Manage daily office operations, including correspondence, files, appointments, supplies, equipment, and client inquiries. Prepare basic reports and documents, coordinate meetings, update records and databases, and support advisors and the wider team.