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Asset Consultant

1 month ago

Vaughan, Canada RBC Full time
p>Job 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 you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. br/>
What you do best:

  • You have excellent people and problem-solving skills that help you build and maintain client relationships.
  • You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

How you’ll 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 RBC’s extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • 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.
  • 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).
    • A comprehensive Total Rewards package that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave.
    • Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.
    • Flexible work arrangements and leaders who support your needs—both personal and professional.

    Job Skills

    Accounting, Finance, Budgeting, Cold Calling, Decision Making, Financial Engineering, Financial Statement Analysis, Interpersonal Relationship Management, Investment Management, Product Services, Sales and Operations Planning (S&OP)

    Additional Job Details

    Address: 3300 HWY 7: VAUGHAN

    City: VAUGHAN

    Country: Canada

    Work hours/week: 37.5

    Employment Type: Full time

    Platform: WEALTH MANAGEMENT

    Job Type: Regular

    Pay Type: Commission

    Posted Date: 2024-11-29

    Application Deadline: 2025-02-19

    Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

    Inclusion 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.

    Join our Talent Community

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