A leading bank in Canada is looking for a Wealth Associate. This entry-level role involves supporting investment advisors by providing exceptional customer service. Responsibilities include managing financial transactions, updating client files, and producing portfolio reports. Candidates should have a college diploma and relevant experience in finance. The role comes with various benefits including a wellness program and flexible insurance options. This is a great opportunity for individuals passionate about the banking industry.
#J-18808-Ljbffr
Client Service Specialist • Kelowna, Regional District of Central Okanagan, CA