Strategic Investment Manager
2 weeks ago
As a key player at RBC Dominion Securities, you will help your clients achieve their financial objectives while enjoying a fulfilling career. Whether you aspire to start your own business or have already taken the first step, our comprehensive support and resources can help you succeed.
You possess exceptional interpersonal and problem-solving skills, allowing you to build and maintain strong relationships with clients. Your passion for financial planning and portfolio management drives you to provide expert advice and guidance to high-net-worth individuals, families, and business owners.
To excel in this role, you should have experience in direct marketing, financial services, and a proven track record of success in high-value sales and business development. Additionally, you should hold relevant certifications such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
RBC offers a Total Rewards package that prioritizes your overall well-being, including flexible benefits and parental leave. You will have autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
Key Responsibilities:- Client Counseling
- Critical Thinking
- Decision Making
- Interpersonal Relationship Management
- Investment Banking
- Investment Consulting
- Investment Management
- Private Banking
We estimate the salary for this position to be around $120,000-$180,000 per year, based on national averages for similar roles in Canada. Please note that salaries may vary depending on location, experience, and other factors.
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