Wealth Management Associate — Client Service & AdminRBC • Penticton, Regional District of Okanagan-Similkameen, CA
Wealth Management Associate — Client Service & Admin
RBC • Penticton, Regional District of Okanagan-Similkameen, CA
Il y a 28 jours
Type de contrat
- Temps plein
Description de poste
A leading wealth management firm in Penticton is looking for an Associate to manage client accounts and provide exceptional service. The ideal candidate will have the Canadian Securities Course and strong skills in Microsoft Office. Responsibilities include responding to inquiries, onboarding new clients, and ensuring compliance with industry regulations. This full-time role offers a salary ranging from $37,500 to $45,000, along with opportunities for bonuses and a collaborative team environment.
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Client Service Associate • Penticton, Regional District of Okanagan-Similkameen, CA
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