Investment Advisor

4 weeks ago


Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full time

Job Summary

We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and grow their businesses.

Key Responsibilities

  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their financial needs and goals.
  • Develop and implement customized financial plans and investment strategies to help clients achieve their objectives.
  • Provide exceptional customer service and support to clients, responding to their inquiries and concerns in a timely and professional manner.
  • Stay up-to-date with market trends and economic conditions to provide informed advice and guidance to clients.
  • Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to provide comprehensive financial solutions to clients.

Requirements

  • 4-6 years of experience in outbound sales and business development, with a proven track record of success.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong knowledge of financial planning and portfolio management principles.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment and meet sales targets.

What We Offer

  • A comprehensive compensation package, including base salary and commission.
  • Opportunities for professional development and career advancement.
  • A supportive and inclusive work environment.
  • Access to a wide range of financial products and services.
  • Recognition and rewards for outstanding performance.

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