Investment Advisor
3 days ago
Job Description 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 youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours
What you do best: You have excellent people and problem-solving skills that help you build and maintain client relationships. Youre a self-starter someone who wants to make their day their own. Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.
How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs. Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients. Foster trusted, often multi-generational, long-term relationships using personalized service and advice. Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.
A few details about what were looking for: You have 4-6 years of outbound sales experience and are comfortable earning 100% commission. 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)
Whats in it for you? Whether its 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.
A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave 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 needsboth 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
Additional Job Details Address: 320 SOUTH RAILWAY ST SE:MEDICINE HAT
City: MEDICINE HAT
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Commission
Posted Date: 2024-10-17
Application Deadline: 2025-01-16
I
nclusion
and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
-
Investment Advisor
3 days ago
Southeastern Alberta (Drumheller), Canada RBC Full timeJob Summary Job Description 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 youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...
-
Investment Advisor
3 days ago
Southeastern Avalon Peninsula (Ferryland), Canada RBC Full timeJob Summary Donner des conseils concernant les stratgies en matire de placement et de fiscalit, les valeurs mobilires, les assurances, les rgimes de retraite et limmobilier, ainsi que ltablissement de plans financiers pour les particuliers et les entreprises. Sappuyer sur des pratiques, des connaissances et des comptences approfondies pour raliser des...
-
Investment Advisor
3 days ago
Southeastern Avalon Peninsula (Ferryland), Canada RBC Full timeJob Summary Donner des conseils concernant les stratgies en matire de placement et de fiscalit, les valeurs mobilires, les assurances, les rgimes de retraite et limmobilier, ainsi que ltablissement de plans financiers pour les particuliers et les entreprises. Sappuyer sur des pratiques, des connaissances et des comptences approfondies pour raliser des...
-
Insurance Advisor
4 months ago
Drumheller, Canada Western Coast Insurance Services Full timeTruthfulness | Fairness | Value | Loyalty As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Personal Insurance Advisor
2 months ago
Drumheller, Canada BrokerLink Full timeBeing a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...
-
Financial Advisor
2 days ago
Northwestern Alberta (High Level), Canada RBC Full timeJob Summary Job Description Financial Advisor - Grande Prairie What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC...
-
Financial Advisor
2 days ago
Northwestern Alberta (High Level), Canada RBC Full timeJob SummaryJob Description Financial Advisor - Grande PrairieWhat is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC...
-
Banking Advisor
2 months ago
Drumheller, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...
-
Banking advisor
6 months ago
Edmonton, Alberta, P5J, Edmonton region, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
-
Insurance Advisor
4 months ago
Drumheller, Canada Western Financial Group Full timeHere is what a typical day looks like You will provide quotes and sell new policies to customers via phone, in-person and by email Everyday you will assist customers with the purchase of their home and auto policy You will manage and build customer relationships and meet insurance sales targets Follow up on all client accounts to resolve...
-
Banking Advisor
6 months ago
Edmonton, Alberta, P5J, Edmonton region, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. Your job: Greet...
-
Mobile Mortgage Advisor Ii
6 months ago
Alberta, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Insurance Sales Representative
3 weeks ago
Drumheller, Canada Western Financial Group Full timeAt Western Financial Group, we are seeking a motivated and results-driven Insurance Advisor to join our team.Key Responsibilities:Provide quotes and sell new policies to customers via phone, in-person, and digitallyAssist customers with the purchase of their home and auto insurance policiesManage and build customer relationships, meeting sales targets and...
-
Client Advisor
2 months ago
Drumheller, Canada Royal Bank of Canada Full time**Job Summary** **This is a mobile role between branches and requires complete flexibility.** **The work arrangement would be **2 x 4.5 hour **shifts per week at the **Hanna **branch and **2 x 3 hour** shifts per week at the **Drumheller **branch ** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural...
-
Banking Advisor
3 days ago
Southeastern Saskatchewan (Carlyle), Canada RBC Full timeJob Summary Job Description What is the opportunity? This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...
-
Banking Advisor
3 days ago
Southeastern Saskatchewan (Carlyle), Canada RBC Full timeJob SummaryJob Description What is the opportunity? This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...
-
Insurance Sales Representative
1 month ago
Drumheller, Canada BrokerLink Full timeAbout BrokerLinkAt BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts aim to create a respectful and inclusive work environment that values every individual.Job SummaryWe're seeking a skilled Personal Insurance Advisor to join our team in Drumheller,...
-
Associate
2 months ago
Calgary, Alberta, D3J, CA National Bank Part timeA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. Working with the Whitehouse Retirement Wealth Group will involve Client and LinkedIn marketing projects. We are looking for part time support on Tuesdays, Wednesdays, & Thursdays for 3-4...
-
Client Advisor
3 days ago
Southeastern Manitoba (Lorette), Canada RBC Full timeJob Summary Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC...
-
Client Advisor
3 days ago
Southeastern Manitoba (Lorette), Canada RBC Full timeJob SummaryJob Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC...
