Licensed Wealth Planning Associate (British Columbia)

Licensed Wealth Planning Associate (British Columbia)

16 Aug
|
CI Financial
|
British Columbia

16 Aug

CI Financial

British Columbia

CI Financial Corp. is seeking a Licensed Associate to join the CI Assante team in Vancouver. The role involves assisting in managing client portfolios, developing financial strategies, and providing exceptional support to Wealth Advisors.
A solid foundation in financial planning and market awareness is essential. Ideal candidates hold relevant licenses and have proven wealth management experience, with excellent communication and analytical abilities.

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📌 Licensed Wealth Planning Associate (British Columbia)
🏢 CI Financial
📍 British Columbia

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