Become an Investment Advisor with RBC Dominion Securities, helping clients achieve their financial goals. Enjoy autonomy in building your client base and leveraging extensive investment resources.
This role requires excellent people skills and a background in outbound sales, focusing on high-net-worth individuals. You will manage complex financial needs while providing tailored financial advice. Your success will be driven by cultivating long-term relationships and utilizing RBC’s strong brand reputation.
Key Responsibilities:
• Build relationships with high-net-worth clients and families
• Create personalized wealth plans and investment portfolios
• Manage client interactions with personalized service
• Collaborate with RBC partners for comprehensive financial services
• Focus on self-driven tasks and client interactions
Requirements:
• 4-6 years of outbound sales experience
• Completion of Canadian Investment Regulatory Exam and Retail Securities Exam
• Robust background in financial planning and portfolio management
• Proven relationship-building skills
• Passion for helping clients achieve life goals
Leverage your skills in investment planning and client management as you grow your business with RBC.
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📌 Investment Advisor at RBC Dominion Securities (Alberta)
🏢 RBC Dominion Securities
📍 Alberta
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