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Wealth Advisor: Build Bespoke Portfolios
4 weeks ago
A leading financial institution is seeking an Investment Advisor to empower clients towards their financial goals. The ideal candidate will have 4-6 years of outbound sales experience, strong relationship-building skills, and a completed Canadian Securities Course (CSC). Responsibilities include managing high-net-worth clients’ complex financial needs and creating tailored wealth plans. This role offers a commission-based compensation structure and a dynamic working environment in Victoria, Canada.
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