Investment Advisor
Core
Help high-net-worth individuals, families, and business owners reach their financial goals through customized portfolios and wealth plans.
Role type
Investment Advisor (Wealth Management)
Builds
Customized investment portfolios and comprehensive wealth management plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Outbound sales, client relationship building, financial planning, portfolio management, problem-solving
Preferred skills
Direct marketing experience, high-value sales success, business development
Technologies
RBC Dominion Securities platforms
Responsibilities
Build and maintain client relationships, create customized wealth plans, leverage RBC resources for complex financial needs, foster long-term multi-generational relationships, coordinate with banking and insurance partners
Seniority
Mid-level (4-6 years experience)
