Investment Associate Private Banking

2 weeks ago


Richmond Hill ON, Canada RBC Full time

Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.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 needsLeverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clientsFoster trusted, often multi-generational, long-term relationships using personalized service and adviceEstablish 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 were looking for:You have 4-6 years of outbound sales experience and are comfortable earning 100% commissionYou have completed the Canadian Securities Course (CSC) or will prior to your start dateYou have a passion for financial planning and a keen interest in portfolio managementYou have strong relationship building skills and an ability to connect with all types of individualsNice to have:Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/disciplineCompleted the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP),Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and feesAutonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environmentPotential to qualify for the prestigious President's Club Program with your peers in your first 4 yearsLeaders who are invested in your success, including mentorship and career development programsA supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every dayFlexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:260 EAST BEAVER CREEK RD:RICHMOND HILLCity:RICHMOND HILLCountry:Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-04-30Application Deadline:2024-07-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
More similar jobs like "Investment Advisor"



  • Richmond Hill, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** Note: role requires minimum 4 days in office **What will you do?** You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting Resolve client concerns at first point of...

  • Investment Specialist

    4 weeks ago


    Richmond Hill, Canada BMO Financial Group Full time

    11680 Yonge Street Richmond Hill Ontario,L4E 0K4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...

  • Investment Advisor

    2 weeks ago


    Richmond Hill, ON, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

  • Investment Advisor

    2 weeks ago


    Richmond Hill, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    2 days ago


    Richmond Hill, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    2 weeks ago


    Richmond Hill, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    2 weeks ago


    Richmond Hill, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    1 week ago


    Richmond Hill, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Investment Advisor

    3 weeks ago


    Richmond Hill, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Investment Advisor

    2 weeks ago


    RICHMOND HILL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...


  • Richmond, Canada TD Bank Full time

    403493BR Retail Banking - Customer Service Richmond, BC March 20, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...


  • Richmond, Canada TD Bank Full time

    409986BR Retail Banking - Customer Service Richmond, BC May 19, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...


  • Richmond, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...


  • Richmond, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...


  • Richmond, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...


  • London, ON, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you will be responsible for building and growing...


  • Toronto, ON, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they...


  • Picton, ON, Canada Scotiabank Full time

    As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence...


  • Belleville, ON, Canada Scotiabank Full time

    As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence...


  • Toronto, ON, Canada Prime Quadrant Full time

    Prime Quadrant is currently seeking an exceptional individual to join our team as an Investment Analyst. You will be working on the Investment Team. In this role, you will be responsible for the initial and ongoing due diligence of external investments across asset classes including Public Equity, Private Equity, Credit, Real Assets, Hedge Funds, and Fixed...