Investment Advisor
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Key skills for this role
About the Role
RBC Dominion Securities seeks an Investment Advisor to build and manage client relationships, providing financial planning and investment advice. The role involves leveraging RBC's resources to build a client base of high-net-worth individuals and managing complex financial needs.
Key Skills for This Role
Responsibilities
- Build and maintain client relationships with excellent people and problem solving skills
- 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 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 clients are supported in all aspects of their financial lives
Requirements
- 4 6 years of outbound sales experience and comfortable earning 100% commission
- Completed the Canadian Investment Regulatory Exam (CIRE) and the 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.
- You have excellent people and problem solving skills that help you build and maintain client relationships.
- You’re a self starter – someone who wants to make their day their own.
- You’re driven to do meaningful work to 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’ 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.
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.
Nice to Have
- Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.
- Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)
What’s in It for You?
- A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave
- 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 leveraging our resources and guidance in a flexible environment.
- Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
- Leaders who are invested in your success, including mentorship and career development programs.
- A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.
- Flexible work arrangements and leaders who support your needs—both personal and professional
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