Private Wealth Associate — Client Relations & SupportCI Financial Corp. • Toronto, Ontario, Canada

Cette offre d'emploi n'est plus disponible

Private Wealth Associate — Client Relations & Support

CI Financial Corp.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

À propos

A leading financial services company in Toronto seeks an Associate to support the Senior Principals in managing client relationships. The role requires 1-3 years in the financial services industry, preferably with customer service experience. Candidates should have a background in Commerce or mathematics, alongside strong administrative skills and Excel proficiency. This full-time role involves preparing meeting materials, ensuring accurate client transactions, and providing support for financial planning activities. Competitive salary and extensive benefits are included.
#J-18808-Ljbffr

Toronto, Ontario, Canada

Compétences linguistiques

English

Avis aux utilisateurs

Cette offre a été publiée par l’un de nos partenaires. Vous pouvez consulter l’offre originale ici.

Trouver des emplois similaires