Ottawa Investment Advisor Role (Montreal)

Ottawa Investment Advisor Role (Montreal)

16 Sep
|
RBC
|
Montreal

16 Sep

RBC

Montreal

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 strong 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. #J-18808-Ljbffr

📌 Ottawa Investment Advisor Role (Montreal)
🏢 RBC
📍 Montreal

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