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Senior Wealth Advisor Associate – High Net Worth Planning

Servus Credit Union Ltd.

Grande Prairie, Canada

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Job Description

A leading credit union in Canada is seeking a Senior Wealth Advisor Associate to join their Wealth Strategies Team in Grande Prairie. This in-person role involves assisting Senior Wealth Advisors with financial planning for high net worth members. Candidates should have at least 2 years of experience in the wealth industry, strong knowledge of financial planning products, and excellent customer service skills. The organization values cooperation and community involvement, offering competitive compensation and development opportunities.
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