Become a transformative Investment Advisor focused on nurturing client relationships and creating tailored financial strategies. Leverage industry resources to empower clients in achieving their financial aspirations.This role targets self-starters with 4-6 years of outbound sales experience who excel at building connections and advising clients on their financial journeys. You will utilize strong people and problem-solving skills to establish trusted relationships with high-net-worth individuals, offering customized planning and wealth management tailored to their unique needs.Key Responsibilities:• Build and maintain multi-generational client relationships• Create personalized wealth portfolios for clients• Utilize extensive resources for investment advice• Collaborate with partners to ensure client support• Drive the establishment of a solid client baseRequirements:• 4-6 years of outbound sales proficiency• Completion of CIRE and RSE required• Passion for financial planning and investment management• Strong interpersonal and relationship-building skills• Success in high-value sales and business developmentHarness your skills to build a rewarding investment advisory practice and make a significant impact on your clients' financial well-being.#J-18808-Ljbffr
Lead Investment Advisor Building Client Relationships And Wealth Plans
RBC DOMINION SECURITIES
guelph, guelph
Published 27 days ago
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