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Financial Consultant

2 months ago

Kamloops, British Columbia, Canada Royal Bank of Canada> 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 we support your professional journey. If you have envisioned establishing your own practice but lacked the necessary guidance and resources, RBC is here to provide you with the tools essential for your success.


Your Key Responsibilities:

  • Utilize your exceptional interpersonal and analytical skills to cultivate and sustain client relationships.
  • Demonstrate initiative – you are someone who prefers to take charge of their daily activities.
  • Commit to impactful work that aids individuals in realizing their financial objectives through comprehensive planning and investment strategies.

Success Factors in This Role:

  • Capitalize on RBC Dominion Securities' esteemed brand to establish a clientele of affluent individuals, families, and entrepreneurs, addressing their intricate financial requirements.
  • Employ RBC's vast investment and wealth management capabilities to design tailored portfolios and financial strategies for your clients.
  • Build and nurture trusted, often multi-generational, long-term partnerships through personalized service and expert advice.
  • Collaborate with RBC partners in Personal & Commercial Banking and Insurance to ensure comprehensive support for your clients' financial needs.

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 commitment to do so before commencing your role.
  • A strong enthusiasm for financial planning and a keen interest in investment management.
  • Proven ability to forge relationships and connect with diverse individuals.

Preferred Qualifications:

  • Experience in direct marketing within the financial services sector, demonstrating success in high-value sales and business development across various industries.
  • Professional designations such as Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA) are advantageous.

What We Offer:

At RBC, we embrace the challenge of continuous improvement, fostering a culture of innovation and collaboration to provide trusted guidance that empowers our clients and enriches our communities. We prioritize mutual success, personal growth, and community impact.

  • A comprehensive Total Rewards Program featuring competitive compensation and flexible benefits.
  • Supportive leadership focused on your development through coaching and growth opportunities.
  • The chance to make a significant difference and lasting impact.
  • Engagement in a dynamic, collaborative, and high-performing team environment.
  • Opportunities to undertake challenging assignments.
  • Chances to build strong relationships with clients.

This role's compensation is based on the production generated by you or your team and may include discretionary or variable incentive payments.

Skills Required:

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

Commitment to Inclusion:

At RBC, we are dedicated to fostering diversity and inclusion as key drivers of innovation and growth. We strive to create equitable workplaces where all employees can express their authentic selves. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

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