Investment Advisor at RBC Dominion Securities (Surrey)

Investment Advisor at RBC Dominion Securities (Surrey)

15 Sep
|
RBC Dominion Securities
|
Surrey

15 Sep

RBC Dominion Securities

Surrey

Become an Investment Advisor with RBC Dominion Securities in Surrey, Canada, where you’ll customize financial portfolios for high-net-worth clients. Leverage RBC's reputation and resources to supercharge your financial career. As an Investment Advisor, you’ll build and manage relationships with clients while addressing their complex financial needs.

This full-time role requires at least 4-6 years of outbound sales experience, solid problem-solving skills, and a keen interest in financial planning. Your ability to create personalized wealth plans will be instrumental in helping clients achieve their life goals. Key Responsibilities:

- Build and maintain relationships with high-net-worth individuals
- Create customized investment portfolios using RBC resources




- Collaborate with RBC partners for comprehensive client support
- Establish long-term client relationships through personalized advice
- Drive client engagement and satisfaction Requirements:
- 4-6 years of outbound sales experience
- Completion of CIRE and RSE exams
- Passion for financial planning and wealth management
- Strong interpersonal skills
- Ability to connect with diverse clients Drive impactful financial solutions and relationship-building as an Investment Advisor with RBC in Surrey.

📌 Investment Advisor at RBC Dominion Securities (Surrey)
🏢 RBC Dominion Securities
📍 Surrey

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