Investment Advisor Wealth Management Hamilton
Royal Bank of Canada
Build a wealth management business in Hamilton with RBC Dominion Securities, using financial planning and relationship-building skills. Flexible work arrangements support your autonomy.As an Investment Advisor, you will build a client base of high-net-worth individuals, families, and business owners. You will manage complex financial needs through customized portfolios and wealth plans. The role combines personalized advice, portfolio management, and partnerships across RBC.Key Responsibilities:
Build a client base using RBC Dominion Securities' brandManage complex financial needs for high-net-worth clientsCreate customized portfolios and wealth plansFoster trusted, multi-generational client relationshipsCoordinate with banking and insurance partnersRequirements:
Four to six years of outbound sales experienceComfort earning one hundred percent commissionComplete CIRE and RSE exams before startingPassion for financial planning and portfolio managementStrong relationship-building and interpersonal skillsBring financial advice, portfolio management, and relationship-building expertise to RBC Dominion Securities clients in Hamilton.
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Build a client base using RBC Dominion Securities' brandManage complex financial needs for high-net-worth clientsCreate customized portfolios and wealth plansFoster trusted, multi-generational client relationshipsCoordinate with banking and insurance partnersRequirements:
Four to six years of outbound sales experienceComfort earning one hundred percent commissionComplete CIRE and RSE exams before startingPassion for financial planning and portfolio managementStrong relationship-building and interpersonal skillsBring financial advice, portfolio management, and relationship-building expertise to RBC Dominion Securities clients in Hamilton.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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