Wealth Management Associate — Client Service & Admin

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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