08 Nov
|
Royal Bank of Canada
|
Oshawa
08 Nov
Royal Bank of Canada
Oshawa
Use financial planning and relationship-building skills as an Investment Advisor with RBC Dominion Securities in Oshawa, Ontario. Manage complex client needs.
RBC Dominion Securities supports Investment Advisors building client bases among high-net-worth individuals, families, and business owners. You will provide financial advice, create customized portfolios, and develop wealth plans. The work centers on personalized service, portfolio management, and long-term relationships.
Key Responsibilities:
- Build client bases using RBC Dominion Securities’ brand and reputation
- Manage complex financial needs for high-net-worth clients
- Create customized portfolios and wealth plans
- Foster trusted, multigenerational client relationships
- Coordinate with RBC banking and insurance partners
Requirements:
- Four to six years of outbound sales experience
- Comfort earning one hundred percent commission
- Completion of CIRE and Retail Securities Exam
- Passion for financial planning and portfolio management
- Robust relationship-building and interpersonal skills
Bring financial planning, portfolio management, and relationship skills to Investment Advisor work with RBC Dominion Securities in Oshawa.
📌 Investment Advisor Wealth Management Oshawa
🏢 Royal Bank of Canada
📍 Oshawa