Private Client Wealth Associate: Aspire to IC

A financial services firm in Halifax is seeking an Associate for its Private Client Group. In this role, you will support the Investment Counsellor by preparing for client meetings, conducting research, and assisting with portfolio management. The ideal candidate holds a degree in business, has 3–5 years of experience in financial services, and is familiar with investment solutions. This full-time position includes a supportive workplace and opportunities for advancement into an Investment Counsellor role.
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