Become an Investment Advisor with RBC Dominion Securities in Burlington, Canada, where you'll empower clients to achieve their financial aspirations. Independence and support converge in this unique role.This full-time role focuses on nurturing client relationships, providing tailored financial planning, and developing investment portfolios for high-net-worth clientele. With 4-6 years of sales experience, you will leverage RBC's available resources to effectively meet complex financial needs.
Engage with clients through personalized advice and foster long-lasting partnerships.Key Responsibilities:Build a solid clientele of high-net-worth individualsCreate tailored portfolios and wealth strategiesCapitalize on RBC's brand for business successPartner with banking and insurance teams for holistic supportOffer personalized financial guidance and investment adviceRequirements:4-6 years of outbound sales experienceCompletion of Canadian Investment Regulatory Exam and Retail Securities ExamStrong interest in investment management and financial planningExcellent relationship management and problem-solving skillsMotivated by a commission-based structureDrive client success with strategic financial advice in your Investment Advisor role at RBC.