Financial Planning Client Associate British Columbia

Financial Planning Client Associate British Columbia

11 Oct
|
00015 Ameriprise Financial Services
|
British Columbia

11 Oct

00015 Ameriprise Financial Services

British Columbia

Ameriprise Financial Services, LLC. is seeking a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, assist with client meetings, and manage paperwork and client communications to deepen relationships.
The role emphasizes in-office collaboration with in office and hybrid work options, and requires relevant securities licenses or the ability to obtain them within 150 days. Solid numeric and organizational skills are essential.
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📌 Financial Planning Client Associate British Columbia
🏢 00015 Ameriprise Financial Services
📍 British Columbia

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