Strategic Financial Advisor
3 days ago
As a Strategic Financial Advisor at RBC Dominion Securities, you will play a vital role in helping high-net-worth individuals, families, and business owners achieve their financial goals.
Key Responsibilities:- Build and maintain strong relationships with clients to understand their complex financial needs.
- Create customized investment plans and wealth management strategies to meet client objectives.
- Leverage RBC's extensive resources to provide expert advice and guidance on financial planning and portfolio management.
- Develop and maintain reciprocal relationships with RBC partners to ensure comprehensive support for clients' financial lives.
You have a passion for financial planning and a keen interest in portfolio management. Your excellent people and problem-solving skills enable you to build strong relationships with clients, while your ability to connect with all types of individuals sets you apart.
Your experience in direct marketing, financial services, and high-value sales has prepared you to succeed in this role. Holding certifications such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) demonstrates your commitment to excellence.
What We OfferRBC Dominion Securities offers a comprehensive Total Rewards Program, which includes competitive compensation and flexible benefits. Our compensation philosophy recognizes the importance of attracting, engaging, and retaining top talent, driving our high-performance culture and enabling collective achievement of our strategic goals.
BenefitsJob Skills: Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.
Employment Type: Full time
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