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HomeCompaniesRecruiting Ultipro Ca Wes5000wescu 1c521f28 04a8 453e B6c8 1e59b094736cWealth Planning Assistant (Hybrid) - 12 Month Contract

Wealth Planning Assistant (Hybrid) - 12 Month Contract

Recruiting Ultipro Ca Wes5000wescu 1c521f28 04a8 453e B6c8 1e59b094736c · West Oaks Branch, Abbotsford, BC, Canada · Active · UKG Pro Recruiting / Ultimate

Job facts

FieldValue
CompanyRecruiting Ultipro Ca Wes5000wescu 1c521f28 04a8 453e B6c8 1e59b094736c
TitleWealth Planning Assistant (Hybrid) - 12 Month Contract
Normalized title-
Department / teamOperations
LocationAbbotsford, BC, Canada
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerUKG Pro Recruiting / Ultimate
Posted / first seen2026-04-27 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Recruiting Ultipro Ca Wes5000wescu 1c521f28 04a8 453e B6c8 1e59b094736c.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through UKG Pro Recruiting / Ultimate.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Abbotsford.Open
Department jobsActive postings in Operations.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyRecruiting Ultipro Ca Wes5000wescu 1c521f28 04a8 453e B6c8 1e59b094736c
Source6c667555-9242-490a-b066-c355cebf6962
ATS providerUKG Pro Recruiting / Ultimate

Description

We are currently seeking a Wealth Planning Assistant for our West Oaks Advice Centre. You will be responsible for providing support to our Investment Advisors (IAs) and wealth customers, primarily assisting the IAs with their day-to-day administration and sales and service activities. effectively. The Wealth Planning Assistant supports with completing all sales and identifying additional opportunities to refer wealth customers to other lines of business at Prospera.

Full job record

Job ID7bd2dd9d259fe0bce9fd9b66b0f4af74c862b3c4
Org IDb394c69c-4c1b-4a0e-a772-ffa882d7dc21
Source ID6c667555-9242-490a-b066-c355cebf6962
Board ID6c667555-9242-490a-b066-c355cebf6962
Providerukg
Provider Job Keya5926a94-149a-4c7a-8c61-e2dd7158db3b
TitleWealth Planning Assistant (Hybrid) - 12 Month Contract
Normalized Title
Statusactive
Activeyes
Location TextWest Oaks Branch, Abbotsford, BC, Canada
DepartmentOperations
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryCanada
RegionBC
CityAbbotsford
Salary RawWe are currently seeking a Wealth Planning Assistant for our West Oaks Advice Centre. You will be responsible for providing support to our Investment Advisors (IAs) and wealth customers, primarily assisting the IAs with their day-to-day administration and sales and service activities. effectively. The Wealth Planning Assistant supports with completing all sales and identifying additional opportunities to refer wealth customers to other lines of business at Prospera.
Salary Min
Salary Max
Salary Currency
Salary Periodday
Source URLhttps://recruiting.ultipro.ca/WES5000WESCU/JobBoard/1c521f28-04a8-453e-b6c8-1e59b094736c/OpportunityDetail?opportunityId=a5926a94-149a-4c7a-8c61-e2dd7158db3b
Apply URLhttps://recruiting.ultipro.ca/WES5000WESCU/JobBoard/1c521f28-04a8-453e-b6c8-1e59b094736c/OpportunityDetail?opportunityId=a5926a94-149a-4c7a-8c61-e2dd7158db3b
First Seen At2026-05-31 17:51:38Z
Last Seen At2026-06-06 20:41:06Z
Last Checked At2026-06-06 20:41:06Z
Last Changed At2026-05-31 17:51:38Z
Inactive At
Source Posted At2026-04-27 22:20:12Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=ukg/board=recruiting.ultipro.ca|wes5000wescu|1c521f28-04a8-453e-b6c8-1e59b094736c/date=2026-06-06/2026-06-06T20-41-05-191Z-65af3a2a629eb74902d578ffeadd938a6dda9f9fef3689927f10431bedbf6d7a.json
Event Fields
{
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  "source_hash": "84a6372a20b754a1deef3431b6c8fd24d264959d41f85bd939228a0c32cfdcc5",
  "last_changed_at": "2026-05-31T17:51:38.709Z",
  "active_status": "active"
}
Parsed Structured
{
  "language": "en",
  "location": {
    "raw": "West Oaks Branch, Abbotsford, BC, Canada",
    "city": "Abbotsford",
    "region": "BC",
    "country": "Canada",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T20:41:06.126Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "West Oaks Branch, Abbotsford, BC, Canada",
      "city": "Abbotsford",
      "region": "BC",
      "country": "Canada",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "Canada"
    ]
  },
  "remote_policy": null,
  "salary_period": "day",
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
{
  "Id": "a5926a94-149a-4c7a-8c61-e2dd7158db3b",
  "Title": "Wealth Planning Assistant (Hybrid) - 12 Month Contract",
  "Distance": null,
  "Featured": false,
  "FullTime": true,
  "Locations": [
    {
      "Id": "e74f54e4-4e87-5ba6-8c7b-3ece40e9e76e",
      "Address": {
        "City": "Abbotsford",
        "Line1": "40 - 32700 South Fraser Way",
        "Line2": null,
        "State": {
          "Code": "BC",
          "Name": "British Columbia"
        },
        "Country": {
          "Code": "CAN",
          "Name": "Canada"
        },
        "PostalCode": "V2T4M5"
      },
      "Coordinates": {
        "Latitude": 36.589370820406565,
        "Longitude": -80.67179895040644
      },
      "DisplayName": false,
      "LocalizedName": null,
      "SourceOfTruth": 1,
      "DisplayAddress": true,
      "DisplayLocationId": false,
      "DisplayDescription": true,
      "LocalizedLocationId": null,
      "DisplayStreetAddress": false,
      "LocalizedDescription": "West Oaks Branch"
    }
  ],
  "MatchScore": 1,
  "PostedDate": "2026-04-27T22:20:12.03Z",
  "JobCategoryName": "Operations",
  "JobLocationType": null,
  "OpportunityType": 0,
  "BriefDescription": "We are currently seeking a Wealth Planning Assistant for our West Oaks Advice Centre. You will be responsible for providing support to our Investment Advisors (IAs) and wealth customers, primarily assisting the IAs with their day-to-day administration and sales and service activities. effectively. The Wealth Planning Assistant supports with completing all sales and identifying additional opportunities to refer wealth customers to other lines of business at Prospera.",
  "MatchedLocations": [],
  "RequisitionNumber": "WEALT002990"
}
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