Investment Advisor Wealth Management Oshawa

Investment Advisor Wealth Management Oshawa

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

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