Apply on Kit Job: kitjob.ca/job/2g9jl7

Elevate your career as an Investment Advisor, helping clients achieve their financial goals while benefiting from unparalleled resources. Harness strong planning skills and a commitment to client service in a supportive environment.

In this position, you will draw on your interpersonal skills and sales experience to manage high-net-worth individuals' complex financial needs. Utilize extensive investment resources to develop customized wealth plans, while fostering long-term relationships that span generations. This role emphasizes the importance of collaboration with banking and insurance partners to ensure holistic financial support for clients.

Key Responsibilities:



• Build and maintain relationships with high-net-worth clients • Create customized portfolios and wealth plans • Leverage resources for effective financial advice • Foster long-term, multi-generational client relationships • Collaborate with banking and insurance partners for support

Requirements: • 4–6 years of outbound sales experience • Completion of Canadian Investment Regulatory Exam and Retail Securities Exam • Passion for financial planning and portfolio management • Robust relationship building skills • Experience in financial services would be beneficial

Apply your skills to support clients' financial journeys, delivering tailored investment strategies and exceptional service. #J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2g9jl7

📌 Client-Focused Investment Advisor (Nanaimo)
🏢 RBC Dominion Securities
📍 Nanaimo