Build client relationships through financial planning and portfolio management as an Investment Advisor with RBC Dominion Securities in Burlington. Versatile 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 ownersCreate customized portfolios and wealth plans for clientsManage complex financial needs through personalized adviceFoster trusted,
multigenerational client relationshipsPartner with Banking and Insurance teams to support clientsRequirements:
Four to six years of outbound sales experienceComfort earning one hundred percent commissionCompleted CIRE and Retail Securities Exam before startingPassion for financial planning and portfolio managementStrong relationship-building skills with diverse individualsApply investment consulting, client counseling, and portfolio management skills while building your business with RBC Dominion Securities in Burlington.
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📌 Rbc Investment Advisor Burlington (Côte-Nord)
🏢 Royal Bank of Canada
📍 Côte-Nord
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