More jobs:
Financial Advisor
Job in
Ottawa, Ontario, Canada
Listed on 2026-09-12
Listing for:
RBC Dominion Securities
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Unlock your potential as an Investment Advisor at RBC Dominion Securities in Ottawa. Help clients navigate their financial journeys with strategic investment advice and personalized services.
As an Investment Advisor, you will engage with clients, providing tailored financial planning and portfolio management. Drawing on RBC’s extensive support and resources, you'll build a client base of high-net-worth individuals, families, and business owners. Your ability to develop strong relationships and problem-solve will be essential in addressing complex financial needs.
Key Responsibilities:
• Build and manage a portfolio of high-net-worth clients
• Leverage RBC resources for client investment solutions
• Foster long-lasting, trusted relationships
• Collaborate with RBC partners to enhance client service
• Offer insightful financial planning and advice
Requirements:
• 4-6 years of outbound sales experience
• Completion of financial regulatory exams
• Strong interest in financial planning and investment
• Exceptional relationship management skills
• Background in high-value sales preferred
Drive your career forward at RBC, where success is built on strong client relationships and financial expertise.
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