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Financial Consultant

3 months ago

Ottawa, Ontario, Canada Royal Bank of Canada Full time

Job Overview

Position 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 require the training, backing, and resources that a reputable institution like RBC can provide, you will find the ideal environment here to thrive in your career and personal life.

Key Responsibilities:

  • Demonstrate exceptional interpersonal and analytical skills to cultivate and sustain client relationships.
  • Be a proactive individual who seeks to manage their daily activities independently.
  • Commit to impactful work that aids individuals in attaining their financial objectives through effective planning and investment guidance.

Success Factors in this Role:

  • Utilize the esteemed RBC Dominion Securities brand to establish a clientele of affluent individuals, families, and entrepreneurs, addressing their intricate financial requirements.
  • Harness RBC's vast investment and wealth management tools to develop tailored portfolios and financial strategies for your clients.
  • Build enduring, trust-based relationships that often span generations through personalized service and insightful advice.
  • Collaborate with RBC partners in Personal & Commercial Banking and Insurance to ensure comprehensive support for your clients' financial journeys.

Ideal Candidate Profile:

  • Possess 4-6 years of experience in outbound sales and be comfortable with a commission-based compensation structure.
  • Have completed the Canadian Securities Course (CSC) or plan to do so before commencing the role.
  • Exhibit a strong enthusiasm for financial planning and a deep interest in investment management.
  • Demonstrate excellent relationship-building capabilities and the ability to engage with diverse individuals.

Preferred Qualifications:

  • Background in direct marketing, financial services, and proven success in high-value sales and business development across various sectors.
  • Completion of the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA) designations.

What We Offer:

At RBC, you will have access to a wealth of resources to foster your career and personal growth, including:

  • A comprehensive Total Rewards package that emphasizes your overall wellbeing, featuring flexible and modern benefits, including parental leave.
  • A base salary to support your initial efforts and unlimited earning potential through commissions and fees.
  • The freedom to develop and manage your own practice under the RBC brand, utilizing our resources and guidance in a flexible setting.
  • The opportunity to qualify for the prestigious President's Club Program within your first four years.
  • Leadership invested in your success, including mentorship and career development initiatives.
  • A supportive and inclusive workplace culture that values your unique perspectives and experiences, allowing you to bring your authentic self to work every day.
  • Flexible work arrangements with leaders who prioritize your personal and professional needs.

Essential Skills: Consulting, Critical Thinking, Decision Making, Relationship Management, Investment Banking, Investment Consulting, Wealth Management, Private Banking, Product Services.