Client Relationship and Portfolio Manager

4 weeks ago

Calgary, Alberta, Canada RBC Dominion Securities Inc. Full time
About the Role

We are seeking a highly skilled and motivated 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 objectives.

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 ongoing portfolio management and wealth planning services to clients, including regular reviews and updates.
  • Collaborate with other RBC teams, such as Personal and Commercial Banking and Insurance, to ensure clients receive comprehensive financial services.
  • Stay up-to-date with market trends and economic conditions to provide informed advice to clients.
Requirements
  • 4-6 years of experience in outbound sales or a related field, with a strong track record of success.
  • Completion of the Canadian Securities Course (CSC) or equivalent.
  • Strong passion for financial planning and portfolio management.
  • Excellent relationship-building skills and ability to connect with diverse clients.
What We Offer
  • A comprehensive compensation package, including base salary and unlimited earning potential through commission and fees.
  • A supportive and inclusive work environment, with opportunities for professional growth and development.
  • Access to a wide range of resources and tools to help you succeed in your role.
  • A chance to work with a leading financial institution and make a meaningful impact on clients' lives.
About Us

RBC Dominion Securities Inc. is a leading financial institution with a long history of providing exceptional service to our clients. We are committed to building strong relationships with our clients and helping them achieve their financial goals.

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