Elevate your career in investment advisory with RBC in Ottawa, specializing in client solutions and financial planning. Enjoy the flexibility to shape your business while serving high-net-worth clients. This full-time Investment Advisor role at RBC Dominion Securities offers a unique opportunity to leverage your outbound sales experience to build a clientele.
You will utilize RBC's robust brand and wealth management resources, focusing on developing personalized financial strategies for clients. Your ability to connect and maintain long-term relationships will be vital in creating impactful wealth plans. Key Responsibilities:
- Develop relationships with high-net-worth clients and families
- Design tailored investment strategies leveraging RBC’s resources
- Innovate client solutions for complex financial needs
- Foster relationships with RBC partners across services
- Provide consistent and trusted financial advice
Requirements:
- 4-6 years of outbound sales experience
- Completed Canadian Investment Regulatory Exam and related exams
- Strong interest in investment management and planning
- Excellent interpersonal and relationship building skills
- Proven success in business development
Leverage your skills to build a rewarding advisory career at RBC.
📌 Ottawa Investment Advisor Role
🏢 RBC
📍 Ottawa
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