Transform client outcomes as an Investment Advisor with RBC Dominion Securities in Sarnia. This role is ideal for a self-starter ready to leverage exceptional financial skills to serve high-net-worth clients.
With a focus on outbound sales, you will draw on 4-6 years of experience to foster meaningful client relationships. You'll create customized investment strategies while leveraging RBC's extensive wealth management resources. Your adept problem-solving abilities will help clients meet their financial aspirations.
Key Responsibilities:
• Develop and maintain relationships with clients and families
• Tailor wealth plans using RBC's investment resources
• Provide strong financial planning and investment insights
• Collaborate with banking and insurance teams for holistic support
• Continuously seek ways to enhance client engagement
Requirements:
• Minimum of 4-6 years in outbound sales
• Completed CIRE and RSE certifications
• Strong passion for financial planning
• Exceptional relationships skills with diverse clients
• Previous marketing experience as an asset
Engage with clients to deliver solid financial advice and foster trust at RBC.
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