Wealth Management Consultant
1 week ago
As an Investment Advisor at RBC Dominion Securities, you will play a vital role in helping clients achieve their financial goals. With our support, you can build and maintain long-term relationships with high-net-worth individuals, families, and business owners, providing them with expert financial planning and wealth management services.
The OpportunityWe are seeking a self-motivated and ambitious professional to join our team of Investment Advisors. In this role, you will have the autonomy to build and manage your own client base, leveraging our extensive resources and expertise to deliver exceptional results.
Responsibilities- BUILDING STRONG RELATIONSHIPS: Foster trusted relationships with clients, understanding their unique needs and goals.
- FINANCIAL PLANNING: Develop customized financial plans and investment strategies for clients, ensuring alignment with their objectives.
- CLIENT ADVOCACY: Act as a trusted advisor, providing guidance and support to clients throughout their financial journeys.
To succeed in this role, you will require:
- EXPERIENCE: 4-6 years of outbound sales experience, preferably in financial services or a related field.
- CREDENTIALS: Completed the Canadian Securities Course (CSC) or equivalent.
- SKILLS: Excellent communication and problem-solving skills, with a passion for financial planning and wealth management.
RBC Dominion Securities offers a comprehensive compensation package, including:
- BASE SALARY: A competitive base salary to ensure a stable income.
- COMMISSION INCOME: Unlimited earning potential through commission and fees.
- BENEFITS: Access to a range of modern benefits, including parental leave and flexible work arrangements.
- OPPORTUNITIES FOR GROWTH: Professional development programs, mentorship, and leadership opportunities.
Royal Bank of Canada is one of North America's leading diversified financial services companies, serving over 17 million clients globally. Our commitment to innovation, customer service, and community involvement drives everything we do.
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