Wealth Advisor Associate — Client Growth

3 weeks ago


Abbotsford, Canada RBC Dominion Securities Full time

A leading financial services company is seeking an Associate Wealth Advisor/Financial Planner in Abbotsford to provide proactive client service and support the Investment Advisor team. Responsibilities include managing client inquiries, assisting in business planning, and facilitating client meetings. Candidates should have a CFP or PFP designation, 4+ years in the investment industry, and strong communication skills. Competitive compensation and benefits are offered with opportunities for professional growth and collaboration.
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