Investment Advisor

1 month ago

Windsor, Ontario, Canada RBC Dominion Securities Inc. Full time
About the Role

We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their complex financial needs.
  • Develop and implement customized financial plans and investment strategies to help clients achieve their goals.
  • Provide exceptional client service and support to ensure clients feel valued and informed throughout the financial planning process.
  • Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to provide comprehensive financial solutions to clients.
Requirements
  • 4-6 years of outbound sales experience with a proven track record of success in high-value sales and business development.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong passion for financial planning and a keen interest in portfolio management.
  • Excellent relationship-building skills and ability to connect with diverse individuals.
What We Offer
  • A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits.
  • Base salary 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.

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