Client-Focused Investment Advisor | Wealth Planning

A dynamic wealth management firm is seeking an Associate Investment Advisor for a full-time, on-site role in Williams Lake, BC. This position focuses on managing client investment portfolios and developing tailored financial plans, requiring excellent customer service and communication skills. Candidates should have a Bachelor's degree in Finance, Business, or Economics, along with proficiency in financial planning. Experience with Conquest and YCharts software is advantageous. Join a team dedicated to providing personalized financial solutions.

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