Investment Advisor at RBC Dominion Securities

5 days ago
Calgary, AB, Canada gl Full-time
Lead your career with RBC Dominion Securities as an Investment Advisor. Leverage your people skills and financial expertise to help clients achieve their goals. We seek an experienced Investment Advisor to foster relationships with high-net-worth clients, families, and business owners. With 4-6 years of outbound sales experience, you will provide personalized financial advice and utilize RBC's extensive wealth management resources. Your focus will be on building long-term relationships by meeting complex financial needs with customized portfolios.

Key Responsibilities
• Build and maintain relationships with clients
• Provide expert financial planning and advice
• Create customized wealth management plans
• Collaborate with RBC partners for client support
• Manage sales and client engagement effectively

Requirements:
• 4-6 years of outbound sales experience
• Completion of Canadian Investment Regulatory Exam
• Strong passion for financial planning
• Proven ability to connect with diverse clients
• Experience in high-value sales is a plus Utilize your relationship-building and financial advisory skills to help clients thrive at RBC Dominion Securities. #J-18808-Ljbffr

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