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Investment Advisor
2 months ago
As a seasoned Investment Advisor at RBC Dominion Securities, you will play a pivotal role in helping high-net-worth individuals, families, and business owners achieve their financial goals. Your expertise in financial planning and investment advice will be instrumental in creating customized portfolios and wealth plans that cater to their unique needs.
Key Responsibilities:
- Develop and maintain strong, long-term relationships with clients, fostering trust and understanding their financial objectives.
- Provide personalized financial planning and investment advice, leveraging RBC's resources to create tailored solutions.
- Collaborate with clients to identify and prioritize their financial goals, and develop strategies to achieve them.
- Stay up-to-date with market trends and regulatory changes, ensuring clients receive expert guidance and advice.
Requirements:
- 4-6 years of experience in outbound sales, with a proven track record of building and maintaining strong client relationships.
- Completion of the Canadian Securities Course (CSC) or equivalent, with a strong understanding of financial markets and regulations.
- Excellent communication and interpersonal skills, with the ability to connect with diverse individuals and build trust.
- Passion for financial planning and portfolio management, with a commitment to delivering exceptional client service.
What We Offer:
- A comprehensive Total Rewards package, prioritizing overall wellbeing and career development.
- Base salary and unlimited earning potential through commission and fees, reflecting your individual performance and contributions.
- Autonomy to build and run your own business within the RBC brand, with the support of a dynamic team.
- Potential to qualify for the President's Club Program, recognizing exceptional performance and dedication.
- Leadership and mentorship opportunities, empowering you to grow and develop your skills.
- An inclusive culture and team, celebrating diverse perspectives and fostering a collaborative environment.
Job Skills:
- Consulting
- Critical Thinking
- Decision Making
- Interpersonal Relationship Management
- Investment Banking
- Investment Consulting
- Investment Management
- Private Banking
- Product Services
