A leading investment firm in Coquitlam seeks an Associate Advisor to deepen client relationships and support the Investment Advisor. Responsibilities include coordinating meetings, client service, and executing business growth opportunities. Candidates must have a university degree, regulatory approvals, and strong communication skills. The role offers competitive compensation with benefits and is set in a collaborative environment aimed at client success.
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ClientFocused Associate Advisor Wealth Management • Coquitlam, Metro Vancouver Regional District, CA