Wealth Management Associate - Client Services & Onboarding
Job Description & How to Apply Below
A leading wealth management firm in Penticton is looking for an Associate to support their Advisor team. Responsibilities include coordinating meetings, providing proactive client service, and managing client communications. The ideal candidate is detail-oriented and has strong skills in Microsoft Office and investment regulations. This full-time role offers a competitive base salary of $40,000 - $45,000 and opportunities for professional growth in a dynamic team environment.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×