Assists clients with wealth management, including scheduling, reporting, Salesforce updates, and financial planning implementation. Supports the team with projects and client onboarding.
📌 Associate, Private Wealth Manager - $70,000 - $80,000 A Year (Winnipeg)
🏢 Focus
📍 Winnipeg
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.