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 • Solid passion for financial planning • Exceptional relationships skills with diverse clients • Previous marketing experience as an asset
Engage with clients to deliver strong financial advice and foster trust at RBC. #J-18808-Ljbffr