Investment Advisor
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Key skills for this role
About the Role
RBC Dominion Securities is seeking an Investment Advisor to build a client base of high-net-worth individuals and manage their financial needs. The role involves leveraging RBC's resources to create customized portfolios and wealth plans.
Key Skills for This Role
Responsibilities
- Build a client base of high net worth individuals, families and business owners and manage their complex financial needs
- Leverage RBC's investment and wealth management resources to create customized portfolios and wealth plans for clients
- Foster trusted, multi generational long term relationships using personalized service and advice
- Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance
Requirements
- 4 6 years of outbound sales experience and comfortable earning 100% commission
- Completed Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE) or will prior to start date
- Passion for financial planning and keen interest in portfolio management
- Strong relationship building skills and ability to connect with all types of individuals
Full Job Posting
Job Description
- As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
How you’ll succeed in this role
- Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high net worth individuals, families and business owners and manage their complex financial needs.
- Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
- Foster trusted, often multi generational, long term relationships using personalized service and advice.
- Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.
A few details about what we’re looking for
- You have 4 6 years of outbound sales experience and are comfortable earning 100% commission.
- You have completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to your start date.
- You have a passion for financial planning and a keen interest in portfolio management.
- You have strong relationship building skills and an ability to connect with all types of individuals.
What’s in it for you?
- A comprehensive Total Rewards packages that prioritizes your overall wellbeing.
- Base salary to get you started and unlimited earning potential through commission and fees.
- Autonomy to build and run your own business within the RBC brand.
- Potential to qualify for the prestigious President's Club Program.
- Leaders who are invested in your success, including mentorship and career development programs.
- A supportive, inclusive culture and team.
- Flexible work arrangements.
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