Investment Associate : Client-Focused Advisor Support

A leading Canadian wealth management organization in Calgary is seeking an Associate to support Investment Advisors and ensure high-level client service. Responsibilities include preparing analysis and reports, managing transactions, and providing exemplary client service. Candidates should have at least 5 years in financial services and strong organizational skills. This role requires an undergraduate degree and completion of the Canadian Securities Course, with CIRO licensing as an Investment Representative. Join a firm that values innovation and client-centricity.

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