Description
As an Investment Advisor at RBC Dominion Securities, you will help clients reach their goals while we help you reach yours.
You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners.
Responsibilities:
- Build and maintain client relationships using excellent people and problem-solving skills
- Create customized portfolios and wealth plans for clients
- Foster trusted, long-term relationships with clients and establish reciprocal relationships with RBC partners
Requirements:
- 4-6 years of outbound sales experience
- Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
- Passion for financial planning and portfolio management
- Strong relationship-building skills
Nice to have:
- Experience in a direct marketing role or financial services
- Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA)
Benefits:
- Comprehensive Total Rewards package with flexible and modern benefits
- Base salary and unlimited earning potential through commission and fees
- Autonomy to build and run your own business within the RBC brand
- Potential to qualify for the President's Club Program
- Leaders invested in your success, including mentorship and career development programs
- Supportive, inclusive culture and team
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