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Wealth Management Associate – Client Services

Job in Lethbridge, Alberta, N1J, Canada
Listing for: RBC
Full Time position
Listed on 2026-02-22
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking an Associate to join its team in Lethbridge, Canada. The ideal candidate will provide exceptional service to clients and support the Advisor team in managing portfolios and maintaining compliance. Responsibilities include coordinating meetings, managing client accounts, and ensuring timely updates of documentation. Candidates should have the Canadian Investment Regulatory Exam (CIRE) and strong Microsoft Office skills.

The firm offers a collaborative culture and competitive compensation.
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Position Requirements
10+ Years work experience
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