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Financial Consultant

3 months ago

Old Toronto, Ontario, Canada Royal Bank of Canada Full time


Position Overview



Role Summary



Shape your career with RBC

As a Financial Consultant at RBC Dominion Securities, you will empower your clients to achieve their financial aspirations while we support your professional journey. If you have envisioned establishing your own practice but lacked the necessary training, backing, and resources from a reputable institution like RBC, you will find the ideal environment here to cultivate your career and personal growth.

Your Key Responsibilities:

  • Demonstrate exceptional interpersonal and analytical skills to foster and sustain client relationships.
  • Be a proactive individual who desires to take charge of their daily activities.
  • Commit to impactful work that assists individuals in achieving their financial objectives through comprehensive planning and investment guidance.

How to Excel in This Position:

  • Utilize RBC Dominion Securities' esteemed brand and credibility to cultivate a clientele of affluent individuals, families, and entrepreneurs, addressing their intricate financial requirements.
  • Tap into RBC's vast investment and wealth management tools to design tailored portfolios and financial strategies for your clients.
  • Build enduring, often multi-generational, relationships through personalized service and expert advice.
  • Collaborate with RBC partners in areas such as Personal & Commercial Banking and Insurance to ensure comprehensive support for your clients' financial journeys.

Desired Qualifications:

  • A minimum of 4-6 years of experience in sales, with a comfort level in a commission-based compensation structure.
  • Completion of the Canadian Securities Course (CSC) or commitment to complete it before commencing employment.
  • A strong enthusiasm for financial planning and a keen interest in investment management.
  • Proven ability to build relationships and connect with diverse individuals.

Preferred Qualifications:

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

Benefits of Joining RBC:

At RBC, you will find numerous opportunities for skill development, innovation, and personal growth, along with a modern benefits package that prioritizes your well-being. Here’s what you can expect:

  • A comprehensive Total Rewards package that emphasizes your overall health and wellness, including flexible and contemporary benefits.
  • A base salary to support your initial phase, coupled with unlimited earning potential through commissions and fees.
  • The freedom to develop and manage your own practice under the RBC brand, leveraging our resources and guidance in a flexible setting.
  • The opportunity to qualify for the prestigious President's Club Program within your first four years.
  • Supportive leadership invested in your success, including mentorship and career advancement programs.
  • An inclusive and supportive culture that values your unique perspectives and experiences, allowing you to bring your authentic self to work every day.
  • Flexible work arrangements that accommodate both personal and professional needs.

Essential Skills

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


Commitment to Diversity and Inclusion

RBC is dedicated to fostering diversity and inclusion as a catalyst for innovation and growth. We are committed to creating equitable workplaces where all employees can express their true selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.


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