Commissioned Investment Advisor Role (Vernon)
Commissioned Investment Advisor Role (Vernon)
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Vernon, Canada
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Posted: less than a week ago
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Description
Elevate your career as a Commissioned Investment Advisor at RBC Dominion Securities. Engage with clients through personalized financial solutions that foster growth and stability. This position calls for 4-6 years of outbound sales experience and a keen interest in financial services. You will use your exceptional people skills to build robust client relationships and create customized portfolios using RBC’s extensive resources. Your entrepreneurial spirit will drive you to create a lasting impact on clients' financial journeys. Key Responsibilities: • Manage a portfolio of high-net-worth clients • Deliver expert financial advice and planning • Build relationships that span generations with clients • Leverage RBC's brand and resources for client success • Collaboratively work with RBC partners to enhance service Requirements: • 4-6 years of sales background in financial services • Completion of Canadian Investment Regulatory Exam and related certifications • Solid skills in client counseling and relationship management • Self-starter attitude with a commission-driven mindset • Passion for investment consulting and portfolio strategy Utilize your sales expertise and financial planning skills to build a rewarding career with RBC, making a difference in clients' lives. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p1nsx
Highlights
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Company nameRBC Dominion Securities
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Job positionCommissioned Investment Advisor Role (Vernon)
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