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.