Investment Advisor

7 hours ago

Toronto, Ontario, Canada RBC - Royal Bank Full time
Unlock Your Potential as an Investment Advisor at RBC

Are you a driven and ambitious individual looking to build a successful career in financial services? Do you have a passion for helping clients achieve their financial goals? As an Investment Advisor at RBC, you'll have the opportunity to work with high-net-worth individuals, families, and business owners to create customized financial plans and portfolios that meet their unique needs.

Key Responsibilities:
  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement comprehensive financial plans that align with clients' values and risk tolerance.
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients.
  • Foster trusted, long-term relationships with clients through exceptional service and advice.
Requirements:
  • 4-6 years of outbound sales experience and a strong track record of success.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong relationship-building skills and an ability to connect with diverse individuals.
  • Passion for financial planning and a keen interest in portfolio management.
What We Offer:
  • A comprehensive Total Rewards package that prioritizes your overall wellbeing.
  • Base salary 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 and provide mentorship and career development opportunities.
Why RBC?

At RBC, we're committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We're taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

Join our Talent Community to stay in-the-know about great career opportunities at RBC and expand your limits and create a new future together with us.

  • Investment Funds Sales Professional

    1 week ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...

  • Investment Funds Sales Professional

    1 week ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...

  • Investment Funds Sales Professional

    12 hours ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    Investment Funds Inside Sales AssociateWe are seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team at Caldwell Investment Management Ltd. This role requires a strong background in the investment/mutual fund industry, with a proven track record of success in inside sales.Key Responsibilities:Conduct proactive call and sales...

  • Investment Funds Sales Professional

    15 hours ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    Investment Funds Inside Sales AssociateWe are seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team at Caldwell Investment Management Ltd. This role requires a strong background in the investment/mutual fund industry, with a proven track record of success in inside sales.Key Responsibilities:Conduct proactive call and sales...

  • Investment Advisor

    1 week ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Investment Advisor Job Title: Investment Advisor Company: RBC Dominion Securities Job Summary: As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with a leading financial institution. Key Responsibilities: Build and maintain strong...

  • Investment Advisor

    6 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Investment AdvisorJob Title: Investment AdvisorCompany: RBC Dominion SecuritiesJob Summary:As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with a leading financial institution.Key Responsibilities:Build and maintain strong relationships...

  • Investment Funds Sales Professional

    1 week ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...

  • Investment Funds Sales Professional

    1 week ago

    Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...

  • Investment Advisor

    2 weeks ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Investment Advisor Job Title: Investment Advisor Company: RBC Dominion Securities Job Summary: As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with a leading financial institution. Key Responsibilities: Build and maintain strong...

  • Investment Advisor

    3 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Investment AdvisorJob Title: Investment AdvisorCompany: RBC Dominion SecuritiesJob Summary:As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with a leading financial institution.Key Responsibilities:Build and maintain strong relationships...

  • Investment Advisor

    7 hours ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    **Investment Advisor Opportunity at RBC Dominion Securities** As an Investment Advisor at RBC Dominion Securities, you will help clients reach their financial goals while building a successful career with a leading financial institution. Key Responsibilities: Build and maintain strong relationships with high-net-worth individuals, families, and business...

  • Investment Advisor

    7 days ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Investment Advisor About the Role As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with a leading financial institution. Your Key Responsibilities Build and maintain strong relationships with high-net-worth individuals, families, and...

  • Investment Funds Sales Representative

    1 week ago

    Old Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...

  • Investment Funds Sales Representative

    1 week ago

    Old Toronto, Ontario, Canada Caldwell Investment Management Ltd. Full time

    About the RoleCaldwell Investment Management Ltd. is seeking a highly skilled Investment Funds Inside Sales Associate to join our Sales Team. As a key member of our team, you will be responsible for executing strategies to increase assets under management and promote our investment products to advisory groups working primarily within the Canadian Investment...

  • Investment Advisor

    5 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job Title: Investment Advisor Company: RBC Dominion Securities Job Summary As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with a leading financial institution. Key Responsibilities: Build and maintain strong relationships with...

  • Investment Advisor

    4 weeks ago

    Toronto, Ontario, Canada Marsh McLennan Companies Full time

    About Marsh McLennan Companies:Marsh McLennan Companies is seeking an Investment Advisor to enhance their team. In this role, you will collaborate with a vibrant group to deliver services for sponsors managing defined contribution (DC) and defined benefit (DB) plans. Your duties will encompass working alongside colleagues nationwide, evaluating investment...

  • Investment Management Advisor

    2 days ago

    Toronto, Ontario, Canada Hydro One Networks Inc Full time

    Investment Management Advisor OpportunityHydro One Networks Inc is seeking a highly motivated and detail-oriented Investment Management Advisor to join our team. As a key member of our Investment Management team, you will play a critical role in supporting the Investment Planning Process and various financial, business process, and reporting tasks.Key...

  • Investment Management Advisor

    2 days ago

    Toronto, Ontario, Canada Hydro One Networks Inc Full time

    Investment Management Advisor OpportunityHydro One Networks Inc is seeking a highly motivated and detail-oriented Investment Management Advisor to join our team. As a key member of our Investment Management team, you will play a critical role in supporting the Investment Planning Process and various financial, business process, and reporting tasks.Key...

  • Bilingual Investment Advisor

    1 week ago

    Toronto, Ontario, Canada IA Financial Group Full time

    About the RoleThe Bilingual Investment Advisor will be responsible for providing exceptional service to clients and growing branch assets at IA Financial Group. This role requires a highly motivated individual with a strong interest in progressing to Senior Advisor, Independent Advisor, or other internal roles.Key ResponsibilitiesBuild a book of clients...

  • Bilingual Investment Advisor

    1 week ago

    Toronto, Ontario, Canada IA Financial Group Full time

    About the RoleThe Bilingual Investment Advisor will be responsible for providing exceptional service to clients and growing branch assets at IA Financial Group. This role requires a highly motivated individual with a strong interest in progressing to Senior Advisor, Independent Advisor, or other internal roles.Key ResponsibilitiesBuild a book of clients...