Investment Advisor

2 weeks ago

Oakville, Canada Royal Bank of Canada Full time
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. Here, you’ll 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.
  • 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 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 we’re 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)
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, 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 needs—both personal and professional
Job Skills Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address: 435 NORTH SERVICE RD W:OAKVILLE

City: OAKVILLE

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Commission

Posted Date: 2024-04-25

Application Deadline: 2024-07-31

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.

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 . #J-18808-Ljbffr

  • Investment Advisor

    3 weeks ago

    Oakville, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionGrow your business, your way - with RBCAs 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. Here, you'll find what you need for...

  • Investment Advisor

    2 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs 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. Here, you'll find what you need...

  • Investment Advisor

    4 weeks ago

    Oakville, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionGrow your business, your way - with RBCAs 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. Here, you'll find what you need for...

  • Investment Advisor

    2 weeks ago

    Oakville, ON, Canada Royal Bank of Canada Full time

    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. Here, you’ll...

  • Scotiamcleod Investment Associate

    2 days ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 181868 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Experienced Financial Advisor

    5 days ago

    Oakville, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Experienced Financial AdvisorCOMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for an opportunity to grow your practice in the Financial Services Industry?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to...

  • Experienced Financial Advisor

    2 weeks ago

    Oakville, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Experienced Financial AdvisorCOMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for an opportunity to grow your practice in the Financial Services Industry?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to...

  • Investment Associate Private Banking

    3 weeks ago

    Oakville, ON, Canada RBC Full time

    Job SummaryJob DescriptionApply for your spot in our exclusive networking event, where we will discuss the Investment Advisor role and how your experience and skillset could add a new dimension to our growing team. Networking and information event for female professionalsGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion...

  • Financial Advisor

    16 hours ago

    Oakville, Canada Royal Bank of Canada Full time

    **Job Summary** **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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    3 weeks ago

    Oakville, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply todayWe are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Financial Advisor

    3 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionMultiple positions available apply todayWe are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Financial Advisor

    5 days ago

    OAKVILLE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionMultiple positions available apply today!We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Financial Advisor

    4 weeks ago

    Oakville, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply today!We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Financial Advisor

    1 week ago

    Oakville, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply today!We are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Jr. Financial Advisor

    1 week ago

    Oakville, Canada Aria Benefits Full time

    Do you have a passion for helping other achieve their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Are you looking to grow your career as a Financial Advisor in an innovative and leading-edge organization? Then join Life & Legacy Advisory Group as a Jr. Financial Advisor**.** **In...

  • Client Advisor

    3 weeks ago

    Oakville, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply todayWe are hiring full and part time advisors at many of the retail branch locations in the Halton market area (incl. Burlington, Oakville, Halton Hills and Milton). The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including...

  • Client Advisor

    5 days ago

    Oakville, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Administrative Assistant

    5 days ago

    Oakville, Canada MANULIFE Full time

    Established Financial Advisor is looking for some behind the scenes help to keep him, and the team organized. - Submitting forms and staying on top to see if follow up if/reminders are needed until complete. - submitting transfer requests to other institutions. - updating client database. - helping with meeting prep documents for advisor - helping with...

  • Leave Management Advisor

    3 weeks ago

    Oakville, Canada Hub International Full time

    At HUB International , we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both...

  • Scotiamcleod Administrative Associate

    3 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 179422 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...