Elevate your career as a Financial Advisor at RBC Dominion Securities in Saint John, Canada. This role empowers you to manage high-net-worth client relationships while providing expert financial planning advice.
As a Financial Advisor, you will utilize RBC's esteemed brand to cater to affluent individuals and families, navigating their complex financial needs. Your success hinges on leveraging our extensive investment resources, fostering long-standing client relationships, and collaborating with RBC partners to enhance client support.
Key Responsibilities:
• Build a client base of high-net-worth individuals and families
• Create tailored investment portfolios and wealth management plans
• Foster multi-generational relationships through personalized service
• Collaborate with banking and insurance partners for comprehensive support
• Ensure ongoing client engagement with strategic financial advice
Requirements:
• Minimum 4-6 years in outbound sales or financial services
• Completed Canadian Investment Regulatory Exam and Retail Securities Exam
• Robust passion for financial planning and portfolio management
• Proven relationship-building abilities with diverse clientele
• Ability to thrive in a 100% commission-based role
Utilize your expertise in investment management and client counseling to empower clients in their financial journeys.
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📌 Financial Advisor at RBC Dominion Securities (New Brunswick)
🏢 RBC Dominion Securities
📍 New Brunswick
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