Maximize client financial goals as an Investment Advisor with RBC Dominion Securities in Burlington, Canada. Enjoy the freedom to grow your business while leveraging a powerful brand. In this full time role, you’ll utilize your relationship-building skills to serve high-net-worth clients and impact their investment journeys.
With 4-6 years of sales experience, you will connect clients with tailored wealth management solutions through RBC’s extensive resources. Let your entrepreneurial spirit shine as you foster multi-generational relationships and collaborate with RBC partners. Key Responsibilities:
- Build and maintain client relationships with high-net-worth individuals
- Create customized investment portfolios and wealth plans
- Leverage RBC's brand for business growth
- Collaborate with banking and insurance teams for client support
- Deliver personalized financial advice and planning Requirements:
- 4-6 years of outbound sales experience
- Completion of Canadian Investment Regulatory Exam and Retail Securities Exam
- Passion for financial planning and investment management
- Strong interpersonal and problem-solving skills
- Ability to work on 100% commission Elevate your investment advising career by engaging clients and providing meaningful financial guidance at RBC.