Elevate your career at RBC Dominion Securities as an Investment Advisor, helping clients achieve their financial goals in Sarnia. Leverage your problem-solving skills and superior planning to build lasting client relationships.
This full-time role requires 4-6 years of outbound sales experience and a passion for financial planning. You will utilize RBC’s vast resources to create tailored investment portfolios for high-net-worth clients. Establishing long-term relationships with clients and partners is key to your success in this role.
Key Responsibilities:
• Build and manage a client base of high-net-worth individuals
• Provide customized wealth plans and investment advice
• Foster multi-generational relationship with clients
• Collaborate with banking and insurance partners for client support
• Drive business growth through excellent client service
Requirements:
• 4-6 years of outbound sales experience
• Completion of CIRE and RSE exams
• Solid interpersonal and relationship-building skills
• Interest in portfolio management
• Experience in direct marketing is a plus
Utilize your financial expertise to create impactful wealth management solutions at RBC.
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