Join RBC Dominion Securities in Surrey as an Investment Advisor, where you will empower clients to achieve financial success. Utilize your sales experience and problem-solving skills to build a rewarding career.
This full time Investment Advisor role requires experience in client counseling and wealth management. With a commitment to personalized service, you can create wealth plans tailored to high-net-worth individuals and families. Your goal is to establish trusted relationships and leverage RBC’s extensive resources for client support.
Key Responsibilities: • Develop a client base of high-net-worth individuals • Design and implement tailored financial plans • Ensure ongoing client satisfaction through personalized service • Collaborate with RBC partners for holistic client support • Drive meaningful financial advice to clients
Requirements: • 4-6 years of outbound sales experience • Completion of Canadian Investment Regulatory Exam • Strong interest in investment and portfolio management • Excellent relationship-building skills • Proven ability to connect with clients across demographics
Elevate your career as an Investment Advisor at RBC Dominion Securities in Surrey today.