Elevate your career and clients' wealth as an Investment Advisor with RBC Dominion Securities. This role allows you to provide personalized financial strategies and build strong relationships with high-net-worth clients.
As an Investment Advisor, you’ll work with clients to help them achieve their financial goals while leveraging RBC's reputation and resources. With 4-6 years of outbound sales experience, you'll customize portfolios and wealth plans for individuals, families, and business owners. The role emphasizes building long-term relationships that often span generations.
Key Responsibilities:
• Develop solid client relationships through personalized financial advice
• Build and manage a client base of high-net-worth individuals




• Leverage investment resources to create tailored wealth plans
• Collaborate with RBC partners for comprehensive financial support
• Drive meaningful engagement with clients to achieve their goals
Requirements:
• 4-6 years of outbound sales experience
• Completion of CIRE and RSE exams
• Passion for financial planning and portfolio management
• Strong relationship-building skills
• Experience in direct marketing and high-value sales preferred
Utilize your expertise in client counseling and critical thinking while advancing your career as an Investment Advisor with RBC.
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📌 Investment Advisor at RBC Dominion Securities (Windsor)
🏢 RBC Dominion Securities
📍 Windsor