Financial Planning Client Associate in Vancouver

Ameriprise Financial Services, LLC. is seeking a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, assist with client meetings, and manage paperwork and client communications to deepen relationships.

The role emphasizes in-office collaboration with on-site and hybrid work options, and requires relevant securities licenses or the ability to obtain them within 150 days. Strong numeric and organizational skills are essential.

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