Hybrid Wealth Management Associate : Client Support & Prep

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in banking or customer service. The position supports work / life balance with a hybrid work model and offers a range of benefits including wellness programs and flexible insurance options.

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