Client Experience Specialist - C$48,400 - C$76,400 A Year (Lakeside)

Client Experience Specialist - C$48,400 - C$76,400 A Year (Lakeside)

28 Sep
|
Investment Planning Counsel
|
Lakeside

28 Sep

Investment Planning Counsel

Lakeside

Provides administrative, operational, and client service support to financial advisors, managing client interactions, preparing for meetings, and maintaining client records to ensure productive operations and a high-quality client experience.

📌 Client Experience Specialist - C$48,400 - C$76,400 A Year (Lakeside)
🏢 Investment Planning Counsel
📍 Lakeside

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