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 • Solid 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. #J-18808-Ljbffr