Build high-net-worth client relationships as an Investment Advisor with RBC Dominion Securities in Windsor, using planning and financial advice.

This full-time Investment Advisor role offers 37.5 hours weekly within RBC Wealth Management. You will build a client base, manage complex financial needs, create customized portfolios, and develop wealth plans. Success requires strong relationship building, problem-solving, and financial planning skills while working with RBC partners.

Key Responsibilities:

- Build client relationships with individuals, families, and business owners
- Create customized portfolios and wealth plans
- Provide personalized financial planning and investment advice
- Maintain long-term, often multigenerational client relationships
- Coordinate support with RBC 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, or before starting
- Interest in portfolio management and financial planning
- Solid relationship-building and interpersonal skills

Bring investment management, client counseling, and business development strengths to RBC Dominion Securities in Windsor.

📌 Investment Advisor Windsor Wealth Management
🏢 Royal Bank of Canada
📍 Windsor