23 Aug
|
RBC Dominion Securities
|
Ontario
23 Aug
RBC Dominion Securities
Ontario
Become an Investment Advisor with RBC Dominion Securities in Burlington, Canada, where you’ll empower clients to achieve their financial aspirations. Independence and support converge in this unique role.
This full time role focuses on nurturing client relationships, providing tailored financial planning, and developing investment portfolios for high-net-worth clientele. With 4-6 years of sales experience, you will leverage RBC’s available resources to effectively meet complex financial needs. Engage with clients through personalized advice and foster long-lasting partnerships.
Key Responsibilities:
• Build a strong clientele of high-net-worth individuals
• Create tailored portfolios and wealth strategies
• Capitalize on RBC’s brand for business success
• Partner with banking and insurance teams for holistic support
• Offer personalized financial guidance and investment advice
Requirements:
• 4-6 years of outbound sales experience
• Completion of Canadian Investment Regulatory Exam and Retail Securities Exam
• Strong interest in investment management and financial planning
• Excellent relationship management and problem-solving skills
• Motivated by a commission-based structure
Drive client success with strategic financial advice in your Investment Advisor role at RBC.
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📌 RBC Dominion Securities Investment Advisor (Ontario)
🏢 RBC Dominion Securities
📍 Ontario