Associate Wealth Advisor
First West Credit Union · Chilliwack, Fraser Valley
$70,000 per year · Full-Time · Posted 7 hours ago
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About the job
Description We are currently seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned to the SWA. The AWA works alongside the SWA on business development opportunities and/or offers analytical support, including client inquiries, trading, portfolio management, financial plans, and investment research, based on …
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