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Client Associate — Wealth Management
Job Description & How to Apply Below
A leading financial institution in Barrie seeks a Client Associate to collaborate with Investment Advisors in managing high-net-worth client portfolios. This role emphasizes client engagement and business development, requiring a certified Investment Representative. Successful candidates will enhance client experiences while proactively identifying new business opportunities. The position offers a competitive salary and comprehensive benefits, fostering personal and professional growth in a supportive environment.
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Position Requirements
10+ Years
work experience
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