Full-time
Wealth Management Associate - Client Services & Onboarding
Posted by RBC • Penticton, Regional District of Okanagan-Similkameen, Canada
About the Role
A leading wealth management firm in Penticton is looking for an Associate to support their Advisor team. Responsibilities include coordinating meetings, providing proactive client service, and managing client communications. The ideal candidate is detail-oriented and has strong skills in Microsoft Office and investment regulations. This full-time role offers a competitive base salary of $40,000 - $45,000 and opportunities for professional growth in a dynamic team environment.
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