Canada

Senior Investment Advisor at RBC (Burnaby)

Senior Investment Advisor at RBC (Burnaby)
Description
Drive financial success as a Senior Investment Advisor with RBC Dominion Securities. Utilize your problem-solving skills and financial acumen to support high-net-worth clients in achieving their objectives. In this rewarding role, you will build solid relationships with affluent clients, using RBC's wealth management resources to create bespoke investment portfolios. Your background in financial planning and your passion for client success will serve you well in providing personalized advice that aligns with their life goals. Key Responsibilities: • Cultivate relationships with high-net-worth individuals • Design customized investment strategies and wealth plans • Establish multi-generational client trust through service • Collaborate with RBC partners for holistic financial support • Engage clients with tailored financial guidance Requirements: • 4-6 years of experience in sales, with commission structure • Completion of Canadian Securities Course (CSC) • Interest in financial planning and portfolio management • Excellent relationship-building abilities • Experience in direct marketing or high-value sales is advantageous Leverage your skills to make a substantial difference in clients' lives at RBC Dominion Securities. Apply on Kit Job: kitjob.ca/job/2op2lg
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Senior Investment Advisor at RBC (Burnaby) has been posted in the Burnaby Accounting, Financing & Banking category on Locanto.

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