Investment Advisor
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Key skills for this role
About the Role
RBC Dominion Securities is seeking an Investment Advisor to build and manage a client base of high-net-worth individuals. The role involves providing financial planning and investment advice, leveraging RBC's resources.
Key Skills for This Role
Responsibilities
- Build a client base of high net worth individuals, families and business owners
- Manage complex financial needs of clients
- Create customized portfolios and wealth plans using RBC's resources
- Foster trusted, long term relationships with personalized service
- Establish reciprocal relationships with RBC partners
Requirements
- 4 6 years of outbound sales experience
- Completed Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE) or prior to start
- Passion for financial planning and portfolio management
- Strong relationship building skills
- Experience in direct marketing or financial services is nice to have
- CFP, CIM, or CFA designations are nice to have
Full Job Posting
Job Description
- RBC Dominion Securities is looking for an Investment Advisor to help clients reach their goals.
- The role offers training, support, and resources from RBC.
What you do best
- Build and maintain client relationships using excellent people and problem solving skills.
- Be a self starter and make your day your own.
- Help people reach their life goals by providing strong planning and financial advice.
How you’ll succeed in this role
- Lean on RBC Dominion Securities’ brand to build a client base of high net worth individuals.
- Leverage RBC's investment and wealth management resources to create customized portfolios.
- Foster trusted, multi generational relationships.
- Establish reciprocal relationships with RBC partners.
What we’re looking for
- 4 6 years of outbound sales experience and comfortable earning 100% commission.
- Completed CIRE and RSE or prior to start date.
- Passion for financial planning and portfolio management.
- Strong relationship building skills.
Nice to have
- Experience in direct marketing or financial services with success in high value sales.
- CFP, CIM, or CFA designations.
What’s in it for you?
- Comprehensive Total Rewards packages including flexible benefits and parental leave.
- Base salary plus unlimited earning potential through commission and fees.
- Autonomy to build and run your own business within RBC brand.
- Potential to qualify for President's Club Program.
- Leaders invested in your success with mentorship and career development.
- Supportive, inclusive culture.
- Flexible work arrangements.
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