Financial Planning Expert
2 days ago
In this exciting role, you'll have the opportunity to help your clients achieve their financial goals while growing your own career and business. As an Investment Advisor at RBC Dominion Securities, you'll work closely with high-net-worth individuals, families, and business owners to provide personalized financial planning and wealth management solutions.
About the Role- You will be responsible for building and maintaining strong relationships with clients, understanding their unique needs and goals, and providing expert advice on investment strategies and portfolio management.
- You will leverage RBC's extensive resources and expertise to create customized financial plans and investment portfolios that meet the complex needs of your clients.
- You will foster long-term relationships with clients through exceptional service, trust, and open communication.
To excel in this role, you'll need:
- 4-6 years of outbound sales experience and a passion for financial planning and portfolio management.
- The ability to earn 100% commission and drive business growth through strategic relationships and marketing efforts.
- Strong relationship-building skills and the ability to connect with diverse client groups.
RBC is committed to creating an inclusive and equitable workplace where employees can thrive. Our culture values diversity, innovation, and collaboration, and we're dedicated to fostering a supportive environment for our employees to grow and succeed.
As a valued member of our team, you'll enjoy:
- A comprehensive Total Rewards package, including flexible benefits, parental leave, and unlimited earning potential through commission and fees.
- Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
- Potential to qualify for the prestigious President's Club Program with your peers in your first four years.
Your estimated salary range reflects the competitive market rate for a Financial Planning Expert in Winnipeg, based on industry standards and regional factors. With unlimited earning potential through commission and fees, your total compensation can exceed this estimate significantly.
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