Wealth Management Professional

1 month ago


Charlottetown, Prince Edward Island, Canada RBC Dominion Securities Inc. Full time

About the Job

As an Investment Advisor at RBC Dominion Securities Inc., you will have the opportunity to help clients reach their financial goals while building a successful career.

Key Responsibilities:

  1. Build and maintain strong relationships with clients to understand their financial needs and goals.
  2. Develop and implement personalized investment plans to help clients achieve their objectives.
  3. Stay up-to-date with market trends and provide expert advice to clients on investment opportunities.
  4. Collaborate with colleagues to leverage RBC's resources and expertise to provide comprehensive financial solutions.

Requirements:

  1. 4-6 years of outbound sales experience and a passion for financial planning.
  2. Completed the Canadian Securities Course (CSC) or equivalent.
  3. Strong relationship-building skills and the ability to connect with clients from diverse backgrounds.

What We Offer:

  1. A comprehensive Total Rewards package, including a base salary, commission, and benefits.
  2. Opportunities for career growth and development through mentorship and training programs.
  3. A supportive and inclusive work environment that celebrates diversity and promotes work-life balance.


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