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Investment Advisor
1 month ago
Job Description
Unlock Your Potential with RBC Dominion Securities
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. With our comprehensive training and support, you will be equipped to provide expert financial planning and portfolio management services to high-net-worth individuals, families, and business owners.
What You'll Do:
- Build and maintain strong relationships with clients 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 monitoring to ensure clients' investments are aligned with their goals and risk tolerance.
- Collaborate with RBC's extensive network of financial professionals to provide comprehensive financial solutions to clients.
What We're Looking For:
- 4-6 years of outbound sales experience and a strong track record of success.
- Completion of the Canadian Securities Course (CSC) or equivalent.
- A passion for financial planning and a keen interest in portfolio management.
- Strong relationship-building skills and the ability to connect with clients from diverse backgrounds.
What's in It for You:
- A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
- Leaders who will support your development through coaching and mentoring opportunities.
- The ability to make a meaningful impact and contribute to the success of our clients and communities.
- A dynamic, collaborative, and progressive work environment that fosters growth and development.
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