Location
abbotsford
Job Type
Full-time
Posted
June 06, 2026
Job Description
Application Deadline
05/24/2026
Address
32988 South Fraser Way
Job Family Group
Wealth Sales & Service
Job Description
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.
Responsibilities
- Books meetings with new prospects and prepares introductory package for the prospect/referral.
- Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client e...