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.

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📌 Investment Advisor Wealth Management Oshawa (Ontario)
🏢 Royal Bank of Canada
📍 Ontario