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.
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📌 Ottawa Investment Advisor Role
🏢 RBC
📍 Ottawa