13 Aug
|
3M HEALTHCARE
|
Sarnia
13 Aug
3M HEALTHCARE
Sarnia
Join RBC Dominion Securities as a Senior Investment Advisor. Harness your financial planning and relationship skills to help clients achieve their financial objectives.
In this vital role, you will connect with high-net-worth individuals, families, and businesses to manage their financial needs effectively. By leveraging RBC's prestigious brand, you will craft personalized investment strategies that foster trust and long-lasting partnerships. Your success will rely on the creation of meaningful financial solutions for your clients.
Key Responsibilities:
• Cultivate relationships with high-net-worth clients • Design comprehensive and customized wealth plans • Leverage RBC's resources to maximize client success • Foster long-term and multi-generational client relationships • Provide insightful financial advice to achieve goals
Requirements: • 4-6 years of outbound sales experience • CIRE and Retail Securities Exam completion required • Strong relationship management and counseling skills • Passion for investment strategies and financial planning • Ability to thrive in a commission-driven workplace
Lead clients towards financial success while advancing your career at RBC Dominion Securities. #J-18808-Ljbffr
📌 Senior Investment Advisor at RBC (Sarnia)
🏢 3M HEALTHCARE
📍 Sarnia