Build client relationships through financial planning and portfolio management as an Investment Advisor with RBC Dominion Securities in Burlington. Flexible work arrangements are available.

As an Investment Advisor, you will build a client base of high-net-worth individuals, families, and business owners. Use robust problem-solving, relationship-building, and financial advice skills to manage complex needs. RBC provides investment and wealth management resources for customized portfolios and wealth plans.

Key Responsibilities:

- Build a client base among high-net-worth individuals and business owners
- Create customized portfolios and wealth plans for clients
- Manage complex financial needs through personalized advice
- Foster trusted,



multigenerational client relationships
- Partner with Banking and Insurance teams to support clients

Requirements:

- Four to six years of outbound sales experience
- Comfort earning one hundred percent commission
- Completed CIRE and Retail Securities Exam before starting
- Passion for financial planning and portfolio management
- Strong relationship-building skills with diverse individuals

Apply investment consulting, client counseling, and portfolio management skills while building your business with RBC Dominion Securities in Burlington.

📌 RBC Investment Advisor Burlington
🏢 Royal Bank of Canada
📍 Burlington