Financial Planning Investment Advisor at RBC

Elevate your career as an Investment Advisor with RBC, focusing on customized financial planning for clients. Experience the autonomy of running your business backed by RBC's resources in Richmond Hill.

We are looking for a motivated Investment Advisor with 4-6 years of experience in outbound sales. This role involves utilizing RBC’s investment tools to build tailored portfolios for affluent clients, ensuring their financial goals are achieved. Emphasize relationship-building and strategic advice in a supportive environment.

Key Responsibilities:

• Build a client base among high-net-worth individuals

• Create personalized wealth management plans

• Nurture long-term, trust-based relationships with clients

• Collaborate with RBC partners for comprehensive solutions

• Leverage RBC’s brand for client outreach and engagement

Requirements:

• 4-6 years of relevant outbound sales experience

• Must pass CIRE and RSE before employment

• Enthusiasm for financial planning and investment management

• Effective at cultivating client relationships

• Commissions-driven earnings structure

Unlock your potential in financial advisory with RBC Dominion Securities in Richmond Hill.
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