Wealth Management Associate : Client Experience & Admin

A leading financial services provider in Chilliwack is seeking a licensed Associate or unlicensed Administrative Assistant to enhance their Private Investment Management team. This role requires exceptional client service skills, administrative experience, and a commitment to excellence in a dynamic environment. Responsibilities include client account management, portfolio reviews, and team support in wealth management activities. The salary range is competitive, with additional discretionary incentives available.

#J-18808-Ljbffr