Investment Advisor

2 weeks ago

Guelph, Canada RBC Dominion Securities Full time

OverviewInvestment Advisor at RBC Dominion Securities helps clients reach their goals with professional financial planning and wealth management. This role supports growing your business within the RBC brand, leveraging our resources, training and mentorship to build a client base and provide comprehensive financial advice.What you do bestYou have excellent people and problem-solving skills that help you build and maintain client relationships.You’re a self-starter – someone who wants to make their day their own.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 roleLean 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.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 clients are supported in all aspects of their financial lives.A few details about what we’re looking forYou 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 haveExperience in a direct marketing role, financial services and shown success in 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?Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, RBC provides you with the tools to build your career and life. A comprehensive Total Rewards package prioritizing wellbeing, with flexible benefits, including parental leave.Base salary to start with 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 President’s Club Program with peers in your first 4 years.Mentorship and career development programs from leaders invested in your success.A supportive, inclusive culture that values diverse perspectives and experiences.Flexible work arrangements and leaders who support personal and professional needs.Job DetailsAddress: 42 Wyndham St N, Guelph, CanadaCity: GuelphCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: CommissionPosted Date: 2025-09-04Application Deadline: 2025-12-02Note: Applications will be accepted until 11:59 PM on the day prior to the deadline date above. #J-18808-Ljbffr

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