Build trusted client relationships as an Investment Advisor with RBC Dominion Securities in Sarnia, using financial planning and portfolio management expertise.
This full time Investment Advisor role supports high net worth individuals, families, and business owners. You will provide financial advice, create customized portfolios, and manage complex wealth needs. Success requires relationship building, problem solving, and client focused planning.
Key Responsibilities:
- Build client bases through RBC Dominion Securities’ strong reputation
- Create customized portfolios and wealth plans
- Manage complex financial needs for clients
- Develop long term, multi generational relationships
- Coordinate with banking and insurance partners
Requirements:
- Four to six years of outbound sales experience
- Comfort earning one hundred percent commission
- Completed CIRE and Retail Securities Exam requirements
- Passion for financial planning and portfolio management
- Robust relationship building skills with diverse individuals
Use RBC resources, financial planning knowledge, and relationship skills to serve wealth management clients in Sarnia.