Job Description
Elevate your career as an Investment Advisor with RBC Dominion Securities in Saskatoon, Canada. This role focuses on client-centric financial planning and portfolio management.
In this full-time position, you are expected to utilize your 4-6 years of outbound sales experience to assist clients in achieving their financial goals. Creating customized portfolios and providing insightful financial advice will be critical to succeeding in this role. You will build lasting relationships while collaborating with partners in banking and insurance to support client needs.
Key Responsibilities:
• Build and maintain strong client relationships
• Deliver personalized financial planning services
• Create customized wealth plans with RBC resources
• Engage high-net-worth individuals and families
• Partner with RBC teams for integrated client care
Requirements:
• 4–6 years of outbound sales experience required
• Complete CIRE and RSE exams before starting
• Strong com...
In this full-time position, you are expected to utilize your 4-6 years of outbound sales experience to assist clients in achieving their financial goals. Creating customized portfolios and providing insightful financial advice will be critical to succeeding in this role. You will build lasting relationships while collaborating with partners in banking and insurance to support client needs.
Key Responsibilities:
• Build and maintain strong client relationships
• Deliver personalized financial planning services
• Create customized wealth plans with RBC resources
• Engage high-net-worth individuals and families
• Partner with RBC teams for integrated client care
Requirements:
• 4–6 years of outbound sales experience required
• Complete CIRE and RSE exams before starting
• Strong com...