Investment Advisor Wealth Management Hamilton

Investment Advisor Wealth Management Hamilton

09 Nov
|
Royal Bank of Canada
|
Hamilton

09 Nov

Royal Bank of Canada

Hamilton

Build a wealth management business in Hamilton with RBC Dominion Securities, using financial planning and relationship-building skills. Flexible work arrangements support your autonomy. As an Investment Advisor, you will build a client base of high-net-worth individuals, families, and business owners. You will manage complex financial needs through customized portfolios and wealth plans. The role combines personalized advice, portfolio management, and partnerships across RBC. Key Responsibilities:

Build a client base using RBC Dominion Securities' brand Manage complex financial needs for high-net-worth clients Create customized portfolios and wealth plans Foster trusted, multi-generational client relationships Coordinate with banking and insurance partners Requirements:

Four to six years of outbound sales experience Comfort earning one hundred percent commission Complete CIRE and RSE exams before starting Passion for financial planning and portfolio management Robust relationship-building and interpersonal skills Bring financial advice, portfolio management, and relationship-building expertise to RBC Dominion Securities clients in Hamilton.

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

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