Investment Advisor Wealth Management Surrey
Royal Bank of Canada
Build personalized wealth plans as an Investment Advisor with RBC Dominion Securities in Surrey, using financial planning and relationship skills daily.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 emphasizes personalized advice, trusted relationships, and strong problem-solving.Key Responsibilities:
Build client relationships through personalized financial adviceCreate customized portfolios and wealth plansManage complex financial needs for high-net-worth clientsMaintain long-term, multi-generational client relationshipsCoordinate support with RBC banking and insurance partnersRequirements:
Four to six years of outbound sales experienceComfort earning one hundred percent commissionComplete CIRE and Retail Securities Exam requirementsPassion for financial planning and portfolio managementStrong relationship-building and interpersonal skillsUse RBC resources, investment management expertise, and trusted advice to serve clients as an Investment Advisor in Surrey.
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Build client relationships through personalized financial adviceCreate customized portfolios and wealth plansManage complex financial needs for high-net-worth clientsMaintain long-term, multi-generational client relationshipsCoordinate support with RBC banking and insurance partnersRequirements:
Four to six years of outbound sales experienceComfort earning one hundred percent commissionComplete CIRE and Retail Securities Exam requirementsPassion for financial planning and portfolio managementStrong relationship-building and interpersonal skillsUse RBC resources, investment management expertise, and trusted advice to serve clients as an Investment Advisor in Surrey.
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Vacancy posted 1 hour ago
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