Wealth Planning Associate - Calgary, Alberta

Only for registered members Calgary, Alberta, Canada

1 day ago

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Job summary

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture,

Responsibilities

  • Support Wealth Advisors to provide first-class financial planning and strategic wealth management services to clients.
  • Manage client reviews, schedule meetings and prepare meeting materials.

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