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Investment Advisor

2 months ago

Calgary, Alberta, 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 relationships with high-net-worth individuals, families, and business owners to understand their financial needs and provide personalized advice and planning.
  • 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.
  • Collaborate with RBC partners to ensure clients receive comprehensive financial solutions.

Requirements:

  • 4-6 years of outbound sales experience with a strong track record of success.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Passion for financial planning and portfolio management.
  • Excellent relationship-building skills and ability to connect with diverse individuals.

Nice to Have:

  • Experience in direct marketing, financial services, and high-value sales and business development.
  • Completed advanced certifications such as Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

What We Offer:

  • A comprehensive Total Rewards package prioritizing overall wellbeing, including flexible and modern benefits.
  • Base salary and unlimited earning potential through commission and fees.
  • Autonomy to build and run your own business within the RBC brand, leveraging resources and guidance in a flexible environment.
  • Potential to qualify for the prestigious President's Club Program with peers in the first 4 years.
  • Leaders invested in your success, including mentorship and career development programs.
  • A supportive, inclusive culture and team celebrating unique perspectives, backgrounds, and experiences.
  • Flexible work arrangements and leaders supporting personal and professional needs.

Job Skills:

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

Equal Opportunity Employment:

RBC is committed to building inclusive teams and an equitable workplace for employees to bring their true selves to work. We strive to provide an accessible candidate experience for prospective employees with different abilities.