Rbc Investment Advisor Burlington
Royal Bank of Canada
Build client relationships through financial planning and portfolio management as an Investment Advisor with RBC Dominion Securities in Burlington. Flexible work arrangements are available.As an Investment Advisor, you will build a client base of high-net-worth individuals, families, and business owners. Use strong problem-solving, relationship-building, and financial advice skills to manage complex needs. RBC provides investment and wealth management resources for customized portfolios and wealth plans.Key Responsibilities:
Build a client base among high-net-worth individuals and business ownersCreate customized portfolios and wealth plans for clientsManage complex financial needs through personalized adviceFoster trusted, multigenerational client relationshipsPartner with Banking and Insurance teams to support clientsRequirements:
Four to six years of outbound sales experienceComfort earning one hundred percent commissionCompleted CIRE and Retail Securities Exam before startingPassion for financial planning and portfolio managementStrong relationship-building skills with diverse individualsApply investment consulting, client counseling, and portfolio management skills while building your business with RBC Dominion Securities in Burlington.
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Build a client base among high-net-worth individuals and business ownersCreate customized portfolios and wealth plans for clientsManage complex financial needs through personalized adviceFoster trusted, multigenerational client relationshipsPartner with Banking and Insurance teams to support clientsRequirements:
Four to six years of outbound sales experienceComfort earning one hundred percent commissionCompleted CIRE and Retail Securities Exam before startingPassion for financial planning and portfolio managementStrong relationship-building skills with diverse individualsApply investment consulting, client counseling, and portfolio management skills while building your business with RBC Dominion Securities in Burlington.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
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