Wealth Management Associate — Client Services & OnboardingRBC Dominion Securities • Penticton, Regional District of Okanagan-Similkameen, CA
Wealth Management Associate — Client Services & Onboarding
RBC Dominion Securities • Penticton, Regional District of Okanagan-Similkameen, CA
Il y a 4 jours
Type de contrat
- Temps plein
Description de poste
A leading investment management firm in Penticton is seeking an Associate to manage client accounts and provide exceptional support to Advisors and clients. The ideal candidate should possess the Canadian Securities Course and excellent communication skills. Responsibilities include managing client accounts, assisting with onboarding, and ensuring compliance. The role offers competitive compensation with bonuses, opportunities for development, and a supportive team environment.
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Client Service Associate • Penticton, Regional District of Okanagan-Similkameen, CA
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