Investment Advisor

1 month ago

Calgary, Alberta, Canada Royal Bank of Canada Full time

Investment Advisor Role 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 strong support system.

Key Responsibilities:

  • Build and maintain client relationships through excellent people and problem-solving skills.
  • Develop and implement customized financial plans and investment strategies for high-net-worth individuals, families, and business owners.
  • Foster long-term relationships with clients and establish reciprocal relationships with RBC partners.
  • Stay up-to-date with industry developments and best practices to provide expert advice and guidance to clients.

Requirements:

  • 4-6 years of outbound sales experience and a strong passion for financial planning and portfolio management.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong relationship-building skills and ability to connect with diverse individuals.
  • Experience in direct marketing, financial services, and high-value sales and business development.

What We Offer:

  • A comprehensive Total Rewards package with flexible and modern benefits, including parental leave.
  • 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.
  • Leadership support and career development opportunities.
  • A supportive and inclusive culture that celebrates diversity and individuality.

Job Skills:

  • Client Counseling
  • Critical Thinking
  • Decision Making
  • Interpersonal Relationship Management
  • Investment Banking
  • Investment Consulting
  • Investment Management
  • Private Banking
  • Product Services

About RBC Dominion Securities:

RBC Dominion Securities is a leading wealth management firm that provides expert advice and guidance to high-net-worth individuals, families, and business owners.

Join Our Team:

At RBC Dominion Securities, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

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