Wealth Management Assistant: Client Service & Ops (Hybrid)

A leading Canadian bank seeks a Wealth Associate to support investment advisors by providing exceptional customer service. Key responsibilities include analyzing client files, managing financial transactions, and ensuring compliance. The ideal candidate has a college diploma, relevant experience in the financial sector, and strong knowledge of Microsoft Office. Offering a hybrid work model, this role provides great benefits like a wellness program, pension plan, and flexible insurance options.
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