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Investment Advisor

4 weeks ago

Surrey, British Columbia, Canada RBC Full time
Grow Your Business with RBC

As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to develop strong relationships with high-net-worth individuals, families, and business owners, and provide them with customized financial plans and investment strategies.

Key Responsibilities:
  • Build and maintain client relationships through excellent communication and problem-solving skills
  • Develop and implement customized financial plans and investment strategies for clients
  • Collaborate with RBC partners to provide comprehensive financial solutions to clients
  • Stay up-to-date with industry trends and best practices to deliver exceptional client service
Requirements:
  • 4-6 years of outbound sales experience and a passion for financial planning
  • Completed the Canadian Securities Course (CSC) or equivalent
  • Strong relationship-building skills and ability to connect with diverse individuals
  • Ability to work in a dynamic and fast-paced environment
What We Offer:
  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits
  • Leadership development and coaching opportunities
  • A dynamic and collaborative work environment
  • Opportunities to make a meaningful impact and build lasting relationships with clients