Wealth Advisor: Autonomy to Build Portfolios & Client Wealth

S&R Group of Companies; Sarnia; Sur place; CAD 70 000 - 120 000; Plein temps

Avantages offerts par ce poste

Total Rewards package

Competitive base salary

Autonomy to build your business

Presidents Club program

Mentorship & career development

Résumé du poste

RBC Dominion Securities is seeking an Investment Advisor to help clients achieve their financial goals. You will leverage RBC resources to build customized portfolios and wealth plans while fostering long-term client relationships.

You should have 4–6 years of outbound sales experience, the Canadian Investment Regulatory Exam (CIRE), and the Retail Securities Exam (RSE) or plan to obtain them before starting. A passion for financial planning and strong relationship skills are essential.

Qualifications

• 4–6 years of outbound sales experience and comfortable earning 100% commission.
• Completed Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE) or will prior to start date.
• Passion for financial planning and portfolio management.
• Strong relationship-building skills across diverse clients.

Responsabilités

• Build a client base of high-net-worth individuals, families and business owners.
• Manage complex financial needs and provide tailored financial advice.
• Create customized portfolios and wealth plans for clients.
• Foster trusted, long-term relationships with clients and RBC partners.

Connaissances

Client relationships

People skills

Self-starter

Problem-solving

Formation

CIRE

RSE

Description du poste

RBC Dominion Securities is seeking an Investment Advisor to help clients achieve their financial goals. You will leverage RBC resources to build customized portfolios and wealth plans while fostering long-term client relationships.

You should have 4–6 years of outbound sales experience, the Canadian Investment Regulatory Exam (CIRE), and the Retail Securities Exam (RSE) or plan to obtain them before starting. A passion for financial planning and strong relationship skills are essential.