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 RBC partners
- Establish and maintain reciprocal relationships with RBC partners
Requirements:
- 4-6 years of outbound sales experience
- Completed Canadian Securities Course (CSC) or willingness to complete prior to start date
- Passion for financial planning and portfolio management
- Strong relationship-building skills
Nice to have:
- Experience in a direct marketing role or financial services
- Completed Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA)
Benefits:
- Comprehensive Total Rewards Program with competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, and high-performing team