TheJobsMap5 open roles
Wealth Planning Assistant
Job description
We are currently seeking a Wealth Planning Assistant for our New Westminster 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.
Sound like you? Apply today!
Description copied from Prospera Credit Union's careers page. Read the full posting before you apply.
More jobs at Prospera Credit Union
Local Business Relationship Manager
Prospera Credit Union· Maple Ridge, BC, CanadaMember Experience Specialist (On Site)
Prospera Credit Union· Surrey, BC, CanadaRelationship Manager (On Site) 12 Month term
Prospera Credit Union· Chilliwack, BC, CanadaVirtual Relationship Manager (Hybrid)
Prospera Credit Union· Surrey, BC, Canada
More jobs in New Westminster
Manager Salvage Services
ICBC· New Westminster, British Columbia, CanadaShelter Resource Worker
Lookout Housing and Health Society· New Westminster, BC, CanadaAssistant Program Coordinator - Youth
City of New Westminster· New Westminster, British Columbia, CARespiratory Therapist, Royal Columbian Hospital
Fraser Health· New Westminster, British Columbia, CanadaHybrid Caretaker
Cleantech Service Group· New Westminster, Canada
