Investment Advisor at RBC Dominion Securities (Courtice)
Investment Advisor at RBC Dominion Securities (Courtice)
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Courtice, Canada
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Last edited: less than a week ago
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Description
Shape futures as an Investment Advisor with RBC Dominion Securities in Guelph, Canada. Use your people skills and financial expertise to support clients in achieving their financial aspirations.
This full time role seeks an experienced Investment Advisor looking to build strong, lasting relationships with high-net-worth clients. Your mission is to provide tailored financial planning and integrate diverse RBC resources for comprehensive wealth management. Youll leverage RBCs brand to establish and nurture a thriving client base.
Key Responsibilities: • Build relationships with high-net-worth individuals and families • Craft customized portfolios and wealth management plans • Provide personalized, multi-generational financial advice • Collaborate with RBC partners to support clients needs • Maintain a focus on client satisfaction and retention
Requirements: • 4-6 years of outbound sales experience • Completed Canadian Investment Regulatory Exam and Retail Securities Exam • Solid relationship-building skills • Passion for financial planning and portfolio management • Ability to work on a commission basis
Drive financial success with a reputable brand while making a lasting impact on clients lives. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oz01i
This full time role seeks an experienced Investment Advisor looking to build strong, lasting relationships with high-net-worth clients. Your mission is to provide tailored financial planning and integrate diverse RBC resources for comprehensive wealth management. Youll leverage RBCs brand to establish and nurture a thriving client base.
Key Responsibilities: • Build relationships with high-net-worth individuals and families • Craft customized portfolios and wealth management plans • Provide personalized, multi-generational financial advice • Collaborate with RBC partners to support clients needs • Maintain a focus on client satisfaction and retention
Requirements: • 4-6 years of outbound sales experience • Completed Canadian Investment Regulatory Exam and Retail Securities Exam • Solid relationship-building skills • Passion for financial planning and portfolio management • Ability to work on a commission basis
Drive financial success with a reputable brand while making a lasting impact on clients lives. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oz01i
Highlights
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Company nameDormont Manufacturing
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Job positionInvestment Advisor at RBC Dominion Securities (Courtice)
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