Wealth Planning Associate - Calgary, Alberta
1 day ago

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.
Job description
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