- We are looking for a proactive and professional Administrative Assistant I to join our Private Wealth Management (PWM) team in Courtenay. In this role, you will be the primary point of contact for high-net-worth clients, providing dedicated support to one or more Investment Advisors. This is a premier "foot in the door" opportunity for someone looking to build a long-term career in wealth management, offering deep exposure to holistic financial planning anWe are looking for a proactive and professional Administrative Assistant I to join our Private Wealth Management (PWM) team in Courtenay. In this role, you will be the primary point of contact for high-net-worth clients, providing dedicated support to one or more Investment Advisors. This is a premier "foot in the door" opportunity for someone looking to build a long-term career in wealth management, offering deep exposure to holistic financial planning an
