Drive client-focused financial planning in Ottawa as an Investment Advisor with RBC Dominion Securities. Build relationships and leverage resources to help clients achieve their financial goals.
As an Investment Advisor with RBC, you will thrive in a full-time position with a commission-based structure. With 4-6 years of outbound sales experience, you’ll connect with high-net-worth individuals and provide tailored investment strategies. Use RBC’s extensive wealth management resources and your problem-solving skills to create meaningful financial plans for your clients.
Key Responsibilities:
• Build client relationships with high-net-worth individuals • Create customized investment portfolios and plans • Leverage RBC's resources for financial advising • Collaborate with RBC partners for comprehensive client service • Manage complex financial needs with strategic advice
Requirements: • 4-6 years in outbound sales experience • Completed Canadian Investment Regulatory Exam and others • Passionate about financial planning and portfolio management • Solid relationship-building skills • Interest in high-value sales and business development
Help clients realize their financial goals while managing your business at RBC Dominion Securities. #J-18808-Ljbffr
📌 Investment Advisor at RBC Dominion Securities (Montreal)
🏢 RBC
📍 Montreal
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