Wealth Advisor Associate — Client & Planning
Job in
Abbotsford, BC, Canada
Listed on 2026-01-09
Listing for:
RBC Dominion Securities
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services -
Business
Financial Advisor
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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