Build client relationships through financial planning and portfolio management as an Investment Advisor with RBC Dominion Securities in Burlington. Flexible work arrangements are available.

As an Investment Advisor, you will build a client base of high-net-worth individuals, families, and business owners. Use strong problem-solving, relationship-building, and financial advice skills to manage complex needs. RBC provides investment and wealth management resources for customized portfolios and wealth plans.

Key Responsibilities

Build a client base among high-net-worth individuals and business owners

Create customized portfolios and wealth plans for clients

Manage complex financial needs through personalized advice

Foster trusted,



multigenerational client relationships

Partner with Banking and Insurance teams to support clients

Requirements

Four to six years of outbound sales experience

Comfort earning one hundred percent commission

Completed CIRE and Retail Securities Exam before starting

Passion for financial planning and portfolio management

Robust relationship-building skills with diverse individuals

Apply investment consulting, client counseling, and portfolio management skills while building your business with RBC Dominion Securities in Burlington.

📌 RBC Investment Advisor Burlington (Mary's Harbour)
🏢 Royal Bank of Canada
📍 Mary's Harbour