Investment Advisor

6 days ago

Orangeville, Ontario, Canada Royal Bank of Canada> Full time
Grow Your Business with RBC

As a Financial Planning Specialist at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert advice and guidance to individuals and families seeking to grow their wealth.

Key Responsibilities:
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement customized financial plans to help clients achieve their objectives.
  • Leverage RBC's extensive investment and wealth management resources to create tailored portfolios and wealth plans.
  • Foster trusted, long-term relationships with clients through personalized service and advice.
Requirements:
  • 4-6 years of outbound sales experience and a strong track record of success.
  • Completion of the Canadian Securities Course (CSC) or equivalent.
  • Passion for financial planning and a keen interest in portfolio management.
  • Excellent relationship-building skills and ability to connect with diverse individuals.
What We Offer:
  • A comprehensive Total Rewards package that prioritizes your overall wellbeing.
  • 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 prestigious President's Club Program.
  • Leadership and mentorship opportunities to support your career growth.

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