Investment Advisor
4 weeks ago
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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