Wealth Planning Assistant (Hybrid) - 18 Month Term

We are currently seeking a Wealth Planning Assistant for our Kelowna Centre Advice Centre. You will be responsible for providing support to our Investment Advisors (IAs) and wealth customers, primarily assisting the IAs with their day-to-day administration and sales and service activities. effectively. The Wealth Planning Assistant supports with completing all sales and identifying additional opportunities to refer wealth customers to other lines of business at Prospera.