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 • Robust 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. #J-18808-Ljbffr