Nicola Wealth is seeking a Client Service Associate to deliver exceptional service to our Advisory Team and high-net-worth clients. You will perform administrative tasks and manage registered plans, drawing on your knowledge of plan rules and Canadian securities.
This is a 9-month contract and offers collaboration with custodians, streamlined workflows, and ongoing professional development in a values-driven workplace.
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📌 Wealth Client Services Specialist (British Columbia)
🏢 Nicola Wealth
📍 British Columbia
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