Investment Advisor at RBC Dominion Securities (Nanaimo)
Investment Advisor at RBC Dominion Securities (Nanaimo)
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Nanaimo, Canada
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Last edited: less than a week ago
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Description
Shape your future with RBC Dominion Securities as an Investment Advisor in Nanaimo, Canada. Leverage your financial expertise to build relationships with high-net-worth clients while enjoying the autonomy to drive your success. This full-time role targets candidates with robust people skills and at least 4-6 years of outbound sales experience. Your mission will be to provide meaningful financial advice while fostering long-term, trusted relationships. Utilize RBC's extensive resources to tailor investment portfolios that meet diverse client needs. Key Responsibilities: • Build and manage a high-net-worth client base • Create customized wealth management plans for clients • Foster long-term, multi-generational client relationships • Collaborate with RBC partners for comprehensive support • Provide personalized financial planning and advice Requirements: • 4-6 years in outbound sales, comfortable with commission • Completion of CIRE and RSE exams • Passion for financial planning and portfolio management • Strong skills for building diverse client connections • Experience in financial services or direct marketing preferred Maximize your potential in the financial industry with RBC’s support and resources to create a rewarding career. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oxuzc
Highlights
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Company nameDormont Manufacturing
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Job positionInvestment Advisor at RBC Dominion Securities (Nanaimo)
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