RBC Investment Advisor
2 days ago
Canada
RBC Dominion Securities
Full-time
Free with email or Google
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Free with email or Google
By continuing, you agree to our Terms & Privacy Policy.
Join RBC Dominion Securities in Surrey as an Investment Advisor, where you will empower clients to achieve financial success. Utilize your sales experience and problem-solving skills to build a rewarding career.
This full-time Investment Advisor role requires experience in client counseling and wealth management. With a commitment to personalized service, you can create wealth plans tailored to high-net-worth individuals and families. Your goal is to establish trusted relationships and leverage RBC’s extensive resources for client support.
Key Responsibilities
• Develop a client base of high-net-worth individuals
• Design and implement tailored financial plans
• Ensure ongoing client satisfaction through personalized service
• Collaborate with RBC partners for holistic client support
• Drive meaningful financial advice to clients
Requirements:
• 4-6 years of outbound sales experience
• Completion of Canadian Investment Regulatory Exam
• Strong interest in investment and portfolio management
• Excellent relationship-building skills
• Proven ability to connect with clients across demographics Elevate your career as an Investment Advisor at RBC Dominion Securities in Surrey today.
Key Responsibilities
• Develop a client base of high-net-worth individuals
• Design and implement tailored financial plans
• Ensure ongoing client satisfaction through personalized service
• Collaborate with RBC partners for holistic client support
• Drive meaningful financial advice to clients
Requirements:
• 4-6 years of outbound sales experience
• Completion of Canadian Investment Regulatory Exam
• Strong interest in investment and portfolio management
• Excellent relationship-building skills
• Proven ability to connect with clients across demographics Elevate your career as an Investment Advisor at RBC Dominion Securities in Surrey today.