Wealth Planning Assistant

Job Title: Wealth Planning AssistantProspera Credit Union is seeking a highly skilled and motivated Wealth Planning Assistant to join our team. As a key member of our financial services team, you will be responsible for providing exceptional support to our Investment Advisors and wealth customers.Key Responsibilities:Respond to and carry out customer...

Job Title: Wealth Planning AssistantProspera Credit Union is seeking a highly skilled and motivated Wealth Planning Assistant to join our team. As a key member of our financial services team, you will be responsible for providing exceptional support to our Investment Advisors and wealth customers.Key Responsibilities:Respond to and carry out customer...

Job Title: Wealth Planning AssistantAbout the Role:We are seeking a highly skilled and detail-oriented Wealth Planning Assistant to join our team at Prospera Credit Union. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and...

Job Title: Wealth Planning AssistantAbout the Role:We are seeking a highly skilled and detail-oriented Wealth Planning Assistant to join our team at Prospera Credit Union. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and...

Job Opportunity at Prospera Credit UnionWe are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Assistant. As a key member of our Central City Advice Centre, you will play a vital role in supporting our Investment Advisors and wealth customers.Key Responsibilities:Provide administrative support to Investment Advisors,...

Job Opportunity at Prospera Credit UnionWe are seeking a skilled Wealth Planning Assistant to join our team at Prospera Credit Union. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers.Key Responsibilities:Respond to customer requests and inquiries, including administrative...

Job Opportunity at Prospera Credit UnionWe are seeking a skilled Wealth Planning Assistant to join our team at Prospera Credit Union. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers.Key Responsibilities:Respond to customer requests and inquiries, including administrative...

Job Opportunity at Prospera Credit UnionWe are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Assistant. As a key member of our Central City Advice Centre, you will play a vital role in supporting our Investment Advisors and wealth customers.Key Responsibilities:Provide administrative support to Investment Advisors,...

TEAM LOCAL is hiring Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches,...

Job Summary:Prospera Credit Union is seeking a highly skilled Wealth Planning Assistant to join our team. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and sales and service activities.Key Responsibilities:Respond to and...

Job Summary:Prospera Credit Union is seeking a highly skilled Wealth Planning Assistant to join our team. As a key member of our Central City Advice Centre, you will provide exceptional support to our Investment Advisors and wealth customers, ensuring seamless day-to-day administration and sales and service activities.Key Responsibilities:Respond to and...

Join the Prospera Credit Union Team With a legacy of nearly 80 years dedicated to serving local communities, Prospera Credit Union stands as a community-oriented, purpose-driven organization that provides a comprehensive array of financial products and services. As one of the largest credit unions in British Columbia, we proudly manage approximately...

Join the Prospera Credit Union Team With a legacy of nearly 80 years dedicated to serving local communities, Prospera Credit Union stands as a community-oriented, purpose-driven institution offering a comprehensive suite of financial products and services. As one of the largest credit unions in British Columbia, we manage approximately $9.3 billion in...

Position: Wealth Management AssociateCompany: National BankDemonstrate your capability to collaborate effectively with clients and team membersAssist financial advisors in delivering outstanding client serviceGain the chance to distinguish yourself and contribute positively to the organization

Associate Advisor OpportunityWe are seeking a driven and detail-oriented Associate Advisor to join our team at The Human Touch. As an Associate Advisor, you will work closely with existing clients to develop and execute personalized investment and wealth management strategies while ensuring exceptional service and ongoing financial planning.Key...

Associate Advisor OpportunityWe are seeking a driven and detail-oriented Associate Advisor to join our team at The Human Touch. As an Associate Advisor, you will work closely with existing clients to develop and execute personalized investment and wealth management strategies while ensuring exceptional service and ongoing financial planning.Key...

Is this position suitable for you? In this role, you will: Provide high-level assistance to the Advisor team(s) by: Processing client inquiries and facilitating the establishment of new accounts promptly and efficiently. Accurately maintaining and documenting all necessary client files and information, ensuring follow-up and escalation as needed....

Are you the right fit for this opportunity? In this position, you will: Provide high-level support to Advisor teams by: - Efficiently processing client requests and establishing new accounts - Diligently maintaining and documenting all necessary client files and information, ensuring timely follow-up and escalation as needed - Collaborating with various...

Is this position suitable for you? In this role, you will: Provide high-level support to Advisor teams by: - Efficiently processing client requests and establishing new accounts. - Accurately maintaining and documenting all necessary client files and information, ensuring timely follow-up and escalation as needed. - Collaborating with various departments to...

Job SummaryThis is a dynamic and challenging internship/co-op opportunity with Scotiabank's Wealth Management team. As a key member of our team, you will have the chance to gain hands-on experience in the fast-paced and exciting full-service wealth-management business.Key ResponsibilitiesSupport to Advisor TeamsProcess client requests and open new accounts...