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Investment Advisor
2 months ago
As an Investment Advisor at RBC Dominion Securities, you'll help clients reach their goals while building your own career and life.
Grow your business with RBC's support and resources. You'll have the freedom to create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners.
Key responsibilities:
- Build and maintain client relationships through excellent people and problem-solving skills.
- Develop and implement personalized financial plans and investment strategies.
- Leverage RBC's extensive resources to create customized portfolios and wealth plans.
- Foster trusted, long-term relationships with clients and RBC partners.
Requirements:
- 4-6 years of outbound sales experience and a passion for financial planning.
- Completed the Canadian Securities Course (CSC) or will prior to start date.
- Strong 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 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:
- A comprehensive Total Rewards package with 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.
- Potential to qualify for the prestigious President's Club Program.
- Leaders who support your success and career development.
- A supportive, inclusive culture and team.
Job Skills:
- Consulting
- Critical Thinking
- Decision Making
- Interpersonal Relationship Management
- Investment Banking
- Investment Consulting
- Investment Management
- Private Banking
- Product Services
RBC Dominion Securities is a leading wealth management company that provides comprehensive financial services to high-net-worth individuals, families, and business owners.
