Associate, Private Wealth Manager
Cardinal Point, Focus Partners Canada· Calgary, Alberta, Canada; Toronto, Ontario, Canada· 5 weeks ago
Apply Now ↗About the Role
Primary Responsibilities
- Work with the client team to schedule meetings with the clients, prepare the meeting agenda, attend meetings, and record the meetings.
- Assist with the delivery of a portfolio report to the clients, updating KYC information and coordinating with the clients.
- Updating Salesforce for client changes and meeting action items.
Company
Cardinal Point, Focus Partners Canada →Job Details
- Location
- Calgary, Alberta, Canada; Toronto, Ontario, Canada
- Work Type
- On-site / Hybrid
- Posted
- 5 weeks ago