Job Description & How to Apply Below
A leading wealth management firm in Penticton is looking for an empathetic and resourceful Associate to support the Advisor team and enhance client relationships. The role requires strong organizational skills, exceptional communication abilities, and a Canadian Investment Regulatory Exam. You will coordinate meetings, respond to client inquiries, and ensure compliance with internal controls. This full-time position offers a competitive salary ranging from $40,000 to $45,000 and includes a discretionary incentive payment.
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Position Requirements
10+ Years
work experience
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