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' brand
- Manage complex financial needs for high-net-worth clients
- Create customized portfolios and wealth plans
- Foster trusted, multi-generational client relationships
- Coordinate with banking and insurance partners
- Four to six years of outbound sales experience
- Comfort earning one hundred percent commission
- Complete CIRE and RSE exams before starting
- Passion for financial planning and portfolio management
- Strong relationship-building and interpersonal skills
Bring financial advice, portfolio management, and relationship-building expertise to RBC Dominion Securities clients in Hamilton.
#J-18808-LjbffrVacancy posted 3 hours ago
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