Wealth Management Consultant

4 weeks ago

Owen Sound ON, Canada RBC Full time

Job Overview

Position Summary

Your Journey Begins with RBC

Are you skilled at cultivating and nurturing enduring client relationships? Have you considered the opportunity to manage your practice with the esteemed support of RBC?

RBC Dominion Securities is seeking passionate individuals who aspire to fulfill their clients' aspirations while alleviating their financial concerns.

Discover how forging your own path can lead to a rewarding career by exploring the role of a Wealth Management Consultant with us.

Key Responsibilities:

  1. Build a clientele of affluent individuals, families, entrepreneurs, and organizations, addressing their intricate financial requirements.
  2. Utilize your investment acumen to deliver tailored wealth management and investment solutions for your clients.
  3. Cultivate trusted, often multi-generational, long-lasting relationships through personalized service and guidance.
  4. Develop and sustain collaborative relationships with RBC partners, including Personal & Commercial Banking and Insurance.

Qualifications:

  1. You possess 4-6 years of experience in outbound sales and are comfortable with a commission-based income.
  2. Completion of the Canadian Securities Course (CSC) is required prior to your start date.
  3. You are self-driven, demonstrate integrity and empathy, and are committed to a career as a Wealth Management Consultant.
  4. You understand the importance of dedication and time investment in building a successful practice.
  5. You exhibit excellent communication skills.

Preferred Qualifications:

  1. Experience in direct marketing, financial services, and a proven track record in high-value sales and business development across various industries.
  2. Completion of the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM) designations.

Benefits of Joining Us:

  1. A base salary to support your initial growth.
  2. Unlimited earning potential along with comprehensive benefits.
  3. The freedom to establish and operate your own practice in a flexible environment.
  4. Programs designed to support your success, including mentorship, parental leave, and professional development.
  5. Leadership focused on your growth and success.
  6. Investment solutions backed by top-tier research.

Essential Skills

Consulting, Critical Thinking, Decision Making, Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.

Commitment to Diversity and Inclusion

At RBC, we value diversity and inclusion as essential components of innovation and growth. We are dedicated to creating inclusive teams and an equitable workplace where all employees can be their authentic selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also strive to ensure an accessible candidate experience for all prospective employees, including those with different abilities. Please inform us if you require any accommodations during the recruitment process.

Join Our Talent Community

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Expand your horizons and shape a new future with RBC. Discover how we harness our passion and commitment to enhance the well-being of our clients and communities.

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