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Client Lead Financial Advisors

Job in Penticton, Kelowna, BC, Canada
Listing for: Canada Life
Full Time position
Listed on 2026-02-27
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 50900 - 76400 CAD Yearly CAD 50900.00 76400.00 YEAR
Job Description & How to Apply Below
Position: Client Experience Lead for Financial Advisors
Location: Penticton

A leading wealth management firm is seeking a Client Experience Specialist in Penticton, Canada. The role involves managing client relationships through effective communication and service delivery. The ideal candidate should have 2 years of experience in a support role within Financial Services and strong organizational skills. This position offers a competitive salary ranging from $50,900 to $76,400 annually. Join the team to make a significant impact on client satisfaction and retention.
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