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Financial Planning Expert
2 months ago
RBC Dominion Securities Inc. is seeking an experienced and ambitious Financial Planning Expert to join our dynamic team. As an Investment Advisor, you will play a vital role in helping your clients achieve their financial goals while enjoying the support of a renowned company like RBC.
The ideal candidate will possess 4-6 years of outbound sales experience, with a strong passion for financial planning and portfolio management. You will be comfortable working on a 100% commission basis and have completed the Canadian Securities Course (CSC) or equivalent. A keen interest in building long-term relationships with high-net-worth individuals, families, and business owners is essential for success in this role.
Key Responsibilities:- Build and maintain a network of high-value clients, providing personalized financial planning and investment advice to help them achieve their life goals.
- Leverage RBC's extensive resources and expertise to create customized portfolios and wealth plans tailored to each client's unique needs.
- Foster trusted relationships with clients through exceptional customer service and regular communication.
- 4-6 years of outbound sales experience, preferably in a financial services or direct marketing role.
- Completed the Canadian Securities Course (CSC) or equivalent.
- Possess excellent people and problem-solving skills, with a strong ability to build and maintain client relationships.
- A competitive base salary ($65,000 - $90,000 per year) plus unlimited earning potential through commissions and fees.
- A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, parental leave, and more.
- Opportunities for professional growth and development, including mentorship programs and access to industry-leading training resources.
- A supportive and inclusive work environment that values diversity and promotes equal opportunities for all employees.
Why choose RBC Dominion Securities Inc.? We offer a unique blend of autonomy, flexibility, and support, allowing you to build a successful career while enjoying a healthy work-life balance. Our commitment to innovation and excellence ensures that you will have access to cutting-edge tools, resources, and technologies to help you succeed in your role.
