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Wealth Management Advisor

3 months ago

Ottawa, Ontario, Canada RBC Full time

Position Overview

Role Summary

Elevate your career with RBC

As a Financial Consultant at RBC Dominion Securities, you will have the opportunity to assist clients in achieving their financial aspirations while advancing your own professional journey. Here, you will discover the resources necessary to shape your career and life according to your vision.

Your Key Responsibilities:

  • Utilize your exceptional interpersonal and analytical skills to cultivate and sustain client relationships.
  • Demonstrate initiative – you are someone who takes charge of their day.
  • Commit to impactful work that aids individuals in achieving their financial objectives through comprehensive planning and expert advice.

How You Will Excel in This Position:

  • Capitalize on RBC Dominion Securities' esteemed brand and credibility to establish a clientele of affluent individuals, families, and entrepreneurs, addressing their intricate financial requirements.
  • Employ RBC's vast investment and wealth management tools to design tailored portfolios and financial strategies for your clients.
  • Build enduring, trusted relationships, often spanning generations, through personalized service and guidance.
  • Collaborate with RBC partners in areas such as Personal & Commercial Banking and Insurance to ensure comprehensive support for your clients' financial journeys.

Qualifications We Seek:

  • A minimum of 4-6 years of experience in outbound sales, with a comfort level in a commission-based compensation structure.
  • Completion of the Canadian Securities Course (CSC) or a commitment to do so before commencing your role.
  • A strong enthusiasm for financial planning and a keen interest in managing investment portfolios.
  • Proven relationship-building capabilities and the ability to engage with diverse individuals.

Preferred Qualifications:

  • Experience in direct marketing, financial services, and a track record of success in high-value sales and business development across various sectors.
  • Completion of additional qualifications such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA).

What We Offer:

  • A comprehensive Total Rewards package that emphasizes your overall wellbeing, featuring flexible and contemporary benefits, including parental leave.
  • A foundational salary to support your start, alongside limitless earning potential through commissions and fees.
  • The freedom to develop and manage your own practice within the RBC framework, utilizing our resources and guidance in a flexible work environment.
  • The opportunity to qualify for the prestigious President's Club Program within your first four years.
  • Supportive leaders dedicated to your success, including mentorship and professional development initiatives.
  • A welcoming, inclusive culture that values your unique perspectives, background, and experiences.

We promote flexible work arrangements and have leaders who prioritize your personal and professional needs.

Essential Skills:

Business Performance, Critical Thinking, Decision Making, Client Relations, Financial Strategy, High Net Worth Individuals, Relationship Management, Investment Banking, Investment Consulting, Investment Management, Wealth Management.

Commitment to Inclusion and Equal Opportunity Employment

At RBC, we celebrate diversity and inclusion as catalysts for innovation and growth. We are dedicated to fostering inclusive teams and an equitable workplace where employees can express their authentic selves. We also strive to ensure an accessible candidate experience for all prospective employees, regardless of their abilities. Please inform us if you require any accommodations during the recruitment process.

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