Investment Advisor

1 month ago

Windsor, Ontario, Canada RBC - Royal Bank Full time

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.

Key Responsibilities:

  • You will build and maintain client relationships by providing strong planning and financial advice.
  • You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • You will foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  • You will establish and maintain reciprocal relationships with RBC partners to ensure your clients are supported in all aspects of their financial lives.

Requirements:

  • You have 4-6 years of outbound sales experience and are comfortable working in a commission-based environment.
  • 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.

Benefits:

  • A comprehensive Total Rewards package that prioritizes your overall wellbeing, with flexible and modern benefits.
  • 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:

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

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