A community-focused credit union in Swift Current seeks a Wealth Associate to assist Wealth Advisors and enhance member relationships. You'll be responsible for preparing client files, supporting decision-making, and ensuring excellent service standards. The ideal candidate has a Grade 12 diploma and some experience in financial services, coupled with a detail-oriented approach. This entry-level role offers the chance to grow in the wealth industry, with a focus on community engagement and professional development.
#J-18808-Ljbffr
EntryLevel Wealth Associate Launch Your Financial Career • Swift Current, Swift Current, CA