Dynamic Wealth Associate Role With Client Engagement Focus (Richmond)

Dynamic Wealth Associate Role With Client Engagement Focus (Richmond)

19 Oct
|
Fidelity Canada
|
Richmond

19 Oct

Fidelity Canada

Richmond

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions. The role offers a hybrid work environment and involves managing client files, producing reports, and ensuring compliance. Candidates should have a relevant diploma, two years of experience, and fluency in Cantonese, Mandarin, and English. This position includes a comprehensive advantages package promoting work/life balance and wellness.

📌 Dynamic Wealth Associate Role With Client Engagement Focus (Richmond)
🏢 Fidelity Canada
📍 Richmond

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