29 Sep
|
RBC Dominion Securities
|
Burlington
29 Sep
RBC Dominion Securities
Burlington
Become an Investment Advisor with RBC Dominion Securities in Burlington, Canada, where you'll empower clients to achieve their financial aspirations. Independence and support converge in this unique role.This full time role focuses on nurturing client relationships, providing tailored financial planning, and developing investment portfolios for high-net-worth clientele. With 4-6 years of sales experience, you will leverage RBC's available resources to effectively meet complex financial needs.
Engage with clients through personalized advice and foster long-lasting partnerships.Key Responsibilities:Build a strong clientele of high-net-worth individualsCreate tailored portfolios and wealth strategiesCapitalize on RBC's brand for business successPartner with banking and insurance teams for holistic supportOffer personalized financial guidance and investment adviceRequirements:4-6 years of outbound sales experienceCompletion of Canadian Investment Regulatory Exam and Retail Securities ExamStrong interest in investment management and financial planningExcellent relationship management and problem-solving skillsMotivated by a commission-based structureDrive client success with strategic financial advice in your Investment Advisor role at RBC.
📌 Rbc Dominion Securities Investment Advisor (Burlington)
🏢 RBC Dominion Securities
📍 Burlington