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 solid 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.