Strategic Financial Consultant

4 weeks ago


Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

Job Overview

RBC Dominion Securities Inc. is seeking a skilled Strategic Financial Consultant to join our team. As a key member of our wealth management team, you will be responsible for introducing products and services to high net worth clients, building relationships with internal and external clients, and reviewing day-to-day execution of deals to ensure quality and efficiency.

Key Responsibilities

  • Develop and implement financial strategies to meet client needs and goals.
  • Build and maintain strong relationships with clients through effective communication and relationship management.
  • Collaborate with internal teams to ensure seamless execution of deals and transactions.
  • Monitor business performance and market conditions to identify opportunities for growth and improvement.

Requirements

  • Proven experience in wealth management or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.

About RBC Dominion Securities Inc.

RBC Dominion Securities Inc. is a leading wealth management firm dedicated to providing exceptional service and expertise to our clients. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.



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