30 Jul
|
RBC Dominion Securities
|
Burlington
30 Jul
RBC Dominion Securities
Burlington
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. #J-18808-Ljbffr
📌 Investment Advisor at RBC Dominion Securities (Burlington)
🏢 RBC Dominion Securities
📍 Burlington