Wealth Client Services Associate

A leading financial institution in Toronto is looking for a PIA Centralized Client Service Associate. This role provides specialized administrative support to Investment Advisors and ensures a high level of client service. Responsibilities include preparing documentation for meetings, creating client reports, and ensuring compliance with regulations. Ideal candidates have an undergraduate degree, complete the Canadian Securities Course, and possess exceptional attention to detail. Join a supportive team and enhance your career in wealth management.

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