Overview
Investment Advisor Guiding High-Net-Worth Client Portfolios Jobs in Burnaby, Canada at RBC Dominion Securities
Elevate your career as an Investment Advisor focused on high-net-worth clients. Build lasting relationships and provide tailored financial advice in a dynamic, commission-based environment.
In this role, you will leverage your outbound sales experience to connect with affluent individuals and families, addressing their complex financial needs. You’ll utilize strong people skills to foster multi-generational relationships while providing customized investment portfolios. Success will hinge on your problem-solving abilities and dedication to personal financial planning and portfolio management.
Key Responsibilities:
• Build and manage a client base of high-net-worth individuals
• Create customized wealth plans tailored to client goals
• Maintain long-term relationships through personalized service
• Collaborate with partners for comprehensive financial solutions
• Provide strong planning and financial advice across portfolios
Requirements:
• 4–6 years of outbound sales experience required
• Must have completed the Canadian Securities Course (CSC)
• Strong relationship-building skills essential
• Passion for financial planning and portfolio management
• Prior experience in financial services preferred
Drive meaningful impact through your advisory skills and passion for client success.
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Title: Investment Advisor Guiding High-Net-Worth Client Portfolios
Company: RBC Dominion Securities
Location: Burnaby, Canada
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