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Investment Advisor

2 months ago

Toronto, Ontario, Canada Royal Bank of Canada 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 complex financial needs.
  • Develop and implement customized investment plans and portfolios to help clients achieve their financial objectives.
  • Foster trusted, long-term relationships with clients through personalized 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 that prioritizes your 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 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.
  • Flexible work arrangements and leaders who support your needs—both personal and professional.

Job Skills:

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

Additional Job Details:

  • 37.5 hours/week
  • Full-time employment
  • Commission-based pay
  • Wealth Management platform
  • Regular job type