Become an Investment Advisor with RBC Dominion Securities and empower clients to achieve their financial goals. Utilize strong planning, relationship management, and problem-solving skills while enjoying a adaptable, commission-based income.
In this full-time role in Burlington, Ontario, you'll leverage RBC's excellent reputation to build a client base among high-net-worth individuals and families. Your ability to connect with diverse clients is crucial, as you will establish long-term relationships through personalized financial advice.
Key Responsibilities:
• Build and manage relationships with high-net-worth clients
• Create customized investment portfolios and wealth plans
• Collaborate with RBC partners for holistic client support
• Engage in proactive problem-solving for client needs
• Provide ongoing financial planning advice and strategies
Requirements:
• 4-6 years in outbound sales experience
• Completed Canadian Investment Regulatory Exam and Retail Securities Exam
• Passion for financial planning and portfolio management
• Strong relationship-building capabilities
• Autonomy in driving personal business growth
Leverage your skills to make a significant impact on clients' financial journeys at RBC.
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