Become an impactful Investment Advisor, guiding clients toward their financial dreams. Leverage strong planning and problem-solving skills in a rewarding commission-based role while building client relationships.This position calls for an experienced self-starter eager to operate independently. With 4-6 years of outbound sales experience, you will manage high-net-worth individuals and provide tailored financial solutions using effective relationship-building techniques. The role emphasizes utilizing wealth management resources to create customized investment portfolios.Key Responsibilities:• Build and maintain relationships with high-net-worth clients• Provide comprehensive financial planning and investment advice• Leverage internal resources for wealth management solutions• Foster collaborative relationships with banking and insurance partners• Achieve sales targets through proactive client engagementRequirements:• 4-6 years of outbound sales experience required• Completion of Canadian Investment Regulatory Exam necessary• Passion for financial planning and portfolio management• Strong interpersonal skills to connect with diverse clients• Experience in direct marketing is a plusInspire positive financial outcomes by utilizing your expertise in client relationships and investment strategies in this engaging advisor role.#J-18808-Ljbffr
Dynamic Investment Advisor Helping Clients Achieve Financial Goals
RBC DOMINION SECURITIES
fredericton, fredericton
Published 27 days ago
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