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Senior Wealth Strategy Associate Planning

Job in Grande Prairie, Alberta, Canada
Listing for: Servus Credit Union
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Senior Wealth Strategy Associate – Growth & Planning
A prominent financial institution in Grande Prairie is looking for a Senior Wealth Advisor Associate to support the financial planning for high net worth clients. Candidates should have at least 2 years in the wealth industry and strong knowledge of financial products and compliance. This role involves assisting advisors with trade execution and ensuring excellent member service. Benefits include competitive pay, flexible work options, and opportunities for career advancement.
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Position Requirements
10+ Years work experience
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