Investment Consultant
2 weeks ago
Job Description
As an Investment Advisor at RBC Dominion Securities, you will help your clients reach their financial goals while working with a trusted brand. This role offers the opportunity to build client relationships, create customized portfolios, and foster a collaborative work environment.
Key Responsibilities:
- You will leverage RBC Dominion Securities' strong brand and reputation to build a client base of high-net-worth individuals and families.
- Utilize RBC's extensive investment and wealth management resources to create tailored financial plans for your clients.
- Foster trusted, long-term relationships with clients through personalized service and financial advice.
Requirements:
- You have 4-6 years of outbound sales experience and are comfortable with a commission-based income.
- Hold a Canadian Securities Course (CSC) or equivalent.
- You possess a passion for financial planning and a keen interest in portfolio management.
Preferred Qualifications:
- Experience in a direct marketing role or financial services with proven success in high-value sales and business development.
- Completion of the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA) certifications.
What We Offer:
- A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
- Leaders who support your development through coaching and mentoring opportunities.
- The ability to make a meaningful impact in the financial industry.
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