Current jobs related to Wealth Management Consultant - Barrie, Ontario - RBC

  • Wealth Management Advisor

    2 weeks ago

    Barrie, Ontario, Canada BDO Canada Full time

    Role OverviewBDO Canada is seeking a highly skilled Wealth Management Advisor to join our team in Northern Ontario. As a key member of our Wealth Management practice, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain strong...

  • Wealth Management Advisor

    1 month ago

    Barrie, Ontario, Canada BDO Full time

    Unlock Your Potential as a Wealth Management AdvisorBDO is a firm built on a foundation of positive relationships with our people and our clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on...

  • Wealth Management Advisor

    1 month ago

    Barrie, Ontario, Canada BDO Full time

    Unlock Your Potential as a Wealth Management AdvisorBDO is a firm built on a foundation of positive relationships with our people and our clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on...

  • Wealth Management Advisor

    1 month ago

    Barrie, Ontario, Canada BDO Full time

    Unlock Your Potential as a Wealth Management AdvisorBDO is a firm built on a foundation of positive relationships with our people and our clients. Our national Wealth Management practice in our Northern Ontario offices is seeking an experienced Wealth Advisor to join the team and take ownership of the following responsibilities:Drive growth through new and...

  • Wealth Management Advisor

    1 month ago

    Barrie, Ontario, Canada BDO Full time

    Unlock Your Potential as a Wealth Management AdvisorBDO is a firm built on a foundation of positive relationships with our people and our clients. Our national Wealth Management practice in our Northern Ontario offices is seeking an experienced Wealth Advisor to join the team and take ownership of the following responsibilities:Drive growth through new and...

  • Wealth Management Advisor

    4 weeks ago

    Barrie, Ontario, Canada BDO Full time

    Job OpportunityBDO is seeking an experienced Wealth Advisor to join our national Wealth Management practice in our Northern Ontario offices. As a key member of our team, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and strengthen client...

  • Wealth Management Advisor

    4 weeks ago

    Barrie, Ontario, Canada BDO Full time

    Job OpportunityBDO is seeking an experienced Wealth Advisor to join our national Wealth Management practice in our Northern Ontario offices. As a key member of our team, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and strengthen client...

  • Wealth Associate

    1 week ago

    Barrie, Ontario, Canada National Bank Full time

    About the Role:We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting our investment advisors in their daily activities.Key Responsibilities:Support investment advisors in providing superior...

  • Wealth Associate

    2 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank as a Wealth Associate and take on a challenging role that requires exceptional customer service skills and the ability to work in synergy with clients and colleagues.Your Key Responsibilities:Support investment advisors in providing superior customer service and meet client requestsCarry out routine operations...

  • Wealth Associate

    2 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job Title: Wealth AssociateJoin National Bank as a Wealth Associate and contribute to the success of our clients by providing exceptional customer service and support to investment advisors.About the Role:Support investment advisors in delivering superior customer service and meeting client requests.Carry out routine financial transactions, including...

  • Wealth Management Specialist

    2 months ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path to SuccessAre you a skilled relationship builder with a passion for delivering exceptional client experiences? Do you have a proven track record of driving business growth and success in a fast-paced environment?Royal Bank of Canada is seeking a talented individual to join our team as an Investment Advisor. As a key member...

  • Wealth Management Specialist

    2 months ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path to SuccessAre you a skilled relationship builder with a passion for delivering exceptional client experiences? Do you have a proven track record of driving business growth and success in a fast-paced environment?Royal Bank of Canada is seeking a talented individual to join our team as an Investment Advisor. As a key member...

  • Wealth Associate

    2 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job Title: Wealth AssociateAs a Wealth Associate at National Bank, you will play a key role in supporting investment advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in the management of client relationships, ensuring that clients receive the highest level of service and support.Key...

  • Wealth Associate

    2 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service to our clients and supporting investment advisors in their daily activities.Key Responsibilities* Provide superior customer service to clients and respond to...

  • Will and Estate Consultant

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a...

  • Estate Planning Consultant

    3 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, ensuring seamless integration with their tax and legal professionals. This collaborative approach enables RBC advisors to deliver comprehensive wealth management...

  • Estate Planning Consultant

    3 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, ensuring seamless integration with their tax and legal professionals. This collaborative approach enables RBC advisors to deliver comprehensive wealth management...

  • Estate Planning Consultant

    1 month ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth...

  • Estate Planning Consultant

    3 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of affluent families.Key...

  • Estate Planning Consultant

    3 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of affluent families.Key...

Wealth Management Consultant

2 months ago

Barrie, Ontario, Canada RBC Full time

Position Overview

Role Summary

Your Journey Begins with RBC

Are you adept at cultivating and nurturing enduring client connections? Have you envisioned steering your own practice with the esteemed support of RBC?

RBC Dominion Securities seeks motivated individuals eager to transform their clients' aspirations into reality while alleviating their financial concerns.

Discover how charting your own course can lead to a rewarding career by considering the opportunity to become a Wealth Management Consultant with us.

Key Responsibilities

  1. Develop a clientele of affluent individuals, families, entrepreneurs, and charitable organizations, addressing their intricate financial requirements.
  2. Utilize your investment acumen to design tailored wealth management and investment solutions for your clients.
  3. Build and sustain trusted, often multi-generational, long-lasting relationships through personalized service and expert guidance.
  4. Establish and uphold collaborative partnerships with RBC affiliates such as Personal & Commercial Banking, Insurance, etc.

Qualifications We Seek

  1. A minimum of 4-6 years of experience in outbound sales, with a comfort level in a commission-based earning structure.
  2. Completion of the Canadian Securities Course (CSC) or commitment to complete it prior to commencing employment.
  3. Self-driven, possessing integrity and empathy, with a dedication to a career as a Financial Advisory Specialist.
  4. Appreciation for the significance of diligence and time investment in building a successful practice.
  5. Exceptional communication skills.

Preferred Qualifications

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

What We Offer

  1. A foundational salary to support your initial phase.
  2. Unlimited earning potential along with comprehensive benefits.
  3. Independence to establish and manage your own practice within a flexible framework.
  4. Support programs including mentorship, parental leave, and professional development.
  5. Leadership focused on fostering your growth.
  6. Investment solutions supported by top-tier research.

Essential Skills

Consultative Selling, Analytical Thinking, Decision-Making, Relationship Management, Investment Advisory, Wealth Management, Private Banking, Product Services.

Commitment to Diversity and Inclusion

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

We also strive to provide an accessible experience for candidates with varying abilities. Please inform us if you require any accommodations during the recruitment process.