Investment Advisor at RBC Dominion Securities (Collingwood)
Investment Advisor at RBC Dominion Securities (Collingwood)
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Collingwood, Canada
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Posted: less than a week ago
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Description
Start your financial advisory career with RBC Dominion Securities, focusing on high-net-worth clients in Collingwood, Canada. Use your expertise to provide tailored investment strategies and build lasting client relationships. As an Investment Advisor, you will leverage RBC's strong brand to attract and manage a diverse clientele. Your role focuses on using problem-solving skills for personalized financial planning and advice while driving your own business growth. Collaboration with RBC partners enhances the holistic support provided to clients. Key Responsibilities: • Build and maintain relationships with high-net-worth individuals • Create customized portfolios and wealth plans for clients • Provide solid financial advice and planning services • Collaborate with RBC partners for comprehensive client support • Serve as a self-starter in managing your client base Requirements: • 4-6 years of outbound sales experience • Completed Canadian Investment Regulatory Exam (CIRE) • Passion for financial planning and portfolio management • Strong client relationship-building skills • Experience in high-value sales and business development Embrace the flexibility and autonomy to cultivate your advisory business while supporting clients in achieving their financial goals. Apply on Kit Job: kitjob.ca/job/2pirqs
Highlights
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Company nameRBC Dominion Securities
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Job positionInvestment Advisor at RBC Dominion Securities (Collingwood)
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