Investment Advisor
4 weeks ago
Job Summary
Job Description
Unlock your potential as a Financial Planning Specialist at RBC Dominion Securities
As a Financial Planning Specialist, you will help your clients achieve their financial goals by providing personalized advice and guidance. You will work closely with our team to develop and implement customized financial plans that meet the unique needs of each client.
Key Responsibilities:
- Conduct thorough financial assessments to identify client needs and goals
- Develop and implement comprehensive financial plans that meet client objectives
- Provide ongoing advice and guidance to clients to ensure they stay on track with their financial goals
- Collaborate with our team to identify new business opportunities and develop strategies to achieve growth
Requirements:
- 4-6 years of experience in financial planning or a related field
- Strong knowledge of financial planning principles and practices
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
What We Offer:
- A comprehensive compensation package that includes a competitive salary and bonus structure
- Opportunities for professional development and growth
- A dynamic and supportive work environment
- Access to industry-leading technology and resources
Why Join Us:
At RBC Dominion Securities, we are committed to helping our clients achieve their financial goals. We believe in the importance of building strong relationships with our clients and providing them with personalized advice and guidance. If you are a motivated and results-driven individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity.
Job Skills
Financial Planning, Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job Details
Platform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
CommissionInclusion and Equal Opportunity Employment
At RBC Dominion Securities, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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