17 Aug
|
3M HEALTHCARE
|
Sarnia
17 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
- Solid relationship management and counseling skills
- Passion for investment strategies and financial planning
- Ability to thrive in a commission-driven environment Lead clients towards financial success while advancing your career at RBC Dominion Securities.
📌 Senior Investment Advisor at RBC (Sarnia)
🏢 3M HEALTHCARE
📍 Sarnia