Wealth Management Associate For High-Net-Worth Clients
Wellington-Altus
Wellington-Altus Private Wealth Inc. in Calgary seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients.The role requires 5+ years in wealth management, a finance-related bachelor’s degree, RR licensing, and completion of the WME program. CFP/PFP and insurance licenses are a plus.
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Vacancy posted more than 2 months ago
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