BLA Private Wealth in Waterloo, Ontario is seeking an Associate Advisor/Financial Planner to work with advisors and support the wealth management process. This salaried, full-time in-office role offers advantages and a potential annual bonus.
You will help prepare client meetings, assist with investment strategies, and coordinate onboarding and service requests while delivering exceptional client experiences in cross-border Canadian and U.S. wealth management.
📌 Associate Wealth Advisor (Alton)
🏢 Raymond James
📍 Alton
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