Hybrid Wealth Management Associate: Client Service

A leading financial institution in Canada is seeking an Associate in Wealth Management. This role involves assisting wealth advisors by providing exceptional customer service and effective communication with clients. Key responsibilities include analyzing client accounts, managing files, and coordinating advisors' schedules. The ideal candidate will have a...

At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high-calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our Wealth...

A leading financial institution in Canada is looking for a Wealth Associate to support investment advisors by providing exceptional customer service. The role involves managing financial transactions and client files while adhering to compliance rules. Candidates should have a college diploma and two years of experience in banking or finance. The position...

A leading financial institution in Canada is looking for a Wealth Associate to support investment advisors by providing exceptional customer service. The role involves managing financial transactions and client files while adhering to compliance rules. Candidates should have a college diploma and two years of experience in banking or finance. The position...

At Nicola Wealth, our clients deserve the best. The same goes for our people.By bringing together smart, dedicated, high-calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our Wealth...

A leading financial institution in Kelowna is seeking a Wealth Associate to support investment advisors and enhance client experiences. In this full-time position, you will manage financial transactions, analyze client files, and produce reports while ensuring compliance with regulations. Ideal candidates will have relevant experience, a college diploma, and...

A leading Canadian financial institution is seeking an Associate in the Wealth Management team located in Kelowna, BC. In this role, you will provide exceptional customer service to support wealth advisors. Responsibilities include analyzing client accounts, coordinating appointments, and ensuring compliance with regulations. Candidates should have a college...

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team   The Associate Opportunity  As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both...

Overview Enhance your career in an entrepreneurial environment where you define your success & work as part of a team The Associate Opportunity As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both...

Overview Enhance your career in an entrepreneurial environment where you define your success & work as part of a team The Associate Opportunity As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both...