Wealth Planning Assistant
New Westminster, BCFull Time
Prospera Credit Union
2+ YOECandidates need two years of experience in financial services, ideally in wealth management, with a solid knowledge of financial products. Strong communication, attention to detail, and the ability to work independently and in a team are essential, and a Canadian Securities Course or IIROC registration is an asset.
Onboarding, Client relationship management, Customer segmentation, Regulatory compliance, Sales, Financial products