Wealth Management Client Experience Specialist (St. Catharines)

Wealth Management Client Experience Specialist (St. Catharines)

31 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
St. Catharines

31 Aug

TechAlliance of Southwestern Ontario, London Economic Development

St. Catharines

Canada Life is seeking a Client Service Associate, Wealth Management in St. Catharines to service clients, coordinate meetings, and support advisors with documentation and communication. The role emphasizes MFDA/IIROC licensing readiness and solid client-centric service.

The successful candidate will have 2 years in a financial services support role, post-secondary education, and proficiency with Office365 tools; knowledge of MFDA/IIROC licensing is an advantage.

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📌 Wealth Management Client Experience Specialist (St. Catharines)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 St. Catharines

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