Wealth Planning Coach for AdvisorsRBC Dominion Securities • Victoria, Capital Regional District, CA
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Wealth Planning Coach for Advisors
RBC Dominion Securities • Victoria, Capital Regional District, CA
30+ days ago
Job type
- Full-time
Job description
A leading financial services company in Victoria is seeking a Financial Planning Consultant to provide training and support for financial planning advisors. The role involves coaching on the myGPS software, client engagement, and collaborating with branch leadership. A university degree with a CFP / IQPF designation and significant experience in financial planning are required. Competitive compensation and a supportive work environment are offered.
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Wealth Planning Coach for Advisors • Victoria, Capital Regional District, CA
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