Investment Advisor

3 weeks ago


Ottawa, Ontario, 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 you need for your career and life to make it yours

What you do best:

  • 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.

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 Securities Course (CSC) 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 Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What's in it for you?

Whether it's developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.

  • 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

Job Skills

Business Performance, Critical Thinking, Decision Making, External Clients, Finance Strategy, High Net Worth Individuals, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Investments, Private Banking, Product Services, Sales, Wealth Management

Additional Job Details

Address:

333 PRESTON ST:OTTAWA

City:

OTTAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Commission

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At 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.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at



  • Ottawa, Ontario, Canada Richardson GMP Ltd. Full time

    As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. We also have an ambitious...


  • Ottawa, Ontario, Canada Richardson GMP Ltd. Full time

    April 22, 2024 About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to...


  • Ottawa, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Investment Advisor Assistant page is loaded Investment Advisor Assistant Apply locations Ottawa, ON time type Full time posted on Posted 2 Days Ago job requisition id 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...


  • Ottawa, Ontario, Canada Invest OttawaBayview Yards Full time

    Salary:Invest Ottawa Volunteer AdvisorsHey there You're likely reading this because you've reached a point in your career where you're eager to give back to the tech startup community. As you know, starting and building a tech firm is hard. However, by leaning in with your experience and knowledge, you can provide invaluable guidance and support to...

  • Investment Accounting

    4 weeks ago


    Ottawa, Ontario, Canada Carleton University Full time

    Duties and Responsibilities: The Investments Accounting and Reporting Specialist will oversee the financial reporting process for the $1.6 billion Retirement Fund, focusing on internal controls, financial statement preparation, treasury management, compliance, and management of the transaction reporting process for +27 separate investment accounts for the...

  • Advisor Assistant

    3 days ago


    Ottawa, Ontario, Canada Alterna Full time

    Scope of PositionUnder the direction of the Team Lead, Wealth Management Operations Wealth Management, the Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in IIROC platform. Responsibilities include assisting in the preparation of client meetings, transaction documentation, and...


  • Ottawa, Ontario, Canada Royal Bank of Canada Full time

    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. You have excellent people and problem-solving skills that help you build and maintain client...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 194642As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • Business Advisor

    3 days ago


    Ottawa, Ontario, Canada Employment and Social Development Canada Full time

    Business Advisor (Ottawa) / Regional Advisor (Regional Offices)Reference number: EXT24J Selection process number: 23-EXT-EA-MB Global Affairs Canada- International Business Development, Investment and Innovation Branch - BFMCalgary(Alberta),Edmonton(Alberta),Vancouver(Br

  • Ip Advisor

    2 days ago


    Ottawa, Ontario, Canada Invest OttawaBayview Yards Full time

    Salary:IP AdvisorAre you passionate about innovation and intellectual property (IP) management? Are you experienced in guiding founders and executives through the intricate landscape of IP rights and strategies? We are seeking a knowledgeable and dynamic IP expert to join our team of Advisors.As an IP Advisor, you will play a pivotal role in assisting local...

  • Financial Advisor

    2 months ago


    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...


  • Ottawa, Ontario, Canada Epic Investment Services Full time

    Property Administrator - OttawaEpic Investment ServicesEpic Investment Services (Epic), which includes its wholly owned subsidiary MDC Realty Advisors in the United States, is a fully integrated North American real estate platform. Headquartered in Toronto, Canada and operating from offices in Canada and the United States, Epic has over $17.5 billion in...

  • Financial Advisor

    2 days ago


    Ottawa, Ontario, Canada Scotiabank Full time

    Requisition ID: 178077Cost Centre: costCenterEmployee Referral Program - Potential Reward: $3,000.00We are committed to investing in our employees and helping you continue your career at Scotiabank.What your role will be Financial AdvisorMerivale & Meadowlands Branch _(12-month contract)_At Scotiabank we help employees build their futures - where they can be...

  • Financial Advisor

    2 days ago


    Ottawa, Ontario, Canada Desjardins Full time

    Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the...


  • Ottawa, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior Financial Advisor - Carling & Kirkwood branch - Ottawa Requisition ID: 201170Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Financial Advisor - Carling & Kirkwood branchAt Scotiabank we...

  • Financial Advisor

    2 days ago


    Ottawa, Ontario, 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 are and...


  • Ottawa, Ontario, Canada CFMWS Full time

    WHO WE AREThe Canadian Forces Morale and Welfare Services' (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work with a...

  • Financial Advisor

    3 days ago


    Ottawa, Ontario, 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 are and...

  • Banking Advisor

    2 days ago


    Ottawa, Ontario, Canada National Bank of Canada Full time

    Primary Locations:Ottawa, Ontario**:Attendance:On-site**:Employee Status:Regular**:Schedule:Full-time**:A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You'll listen actively and provide...

  • Financial Advisor

    2 days ago


    Ottawa, Ontario, Canada Financial Health Partners Full time

    Join Our Team as a Financial Advisor - Unlimited Income Potential AwaitsAre you a driven individual with a passion for financial services and a relentless determination to succeed? Are you ready to take your career to new heights in a dynamic and rewarding environment? If so, we want you to join our team as a Financial Advisor at Financial Health Partners.At...