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Client Investment Specialist

3 months ago

Ottawa, Ontario, Canada RBC Full time

Position Overview

Join RBC and Shape Your Career

As a Financial Consultant at RBC Dominion Securities, you will have the opportunity to assist clients in achieving their financial aspirations while advancing your own career goals. Here, you will discover the resources and support necessary to thrive in your professional journey.

Your Key Responsibilities:

  • Utilize your exceptional interpersonal and analytical skills to cultivate and sustain client relationships.
  • Demonstrate initiative and independence in managing your daily activities.
  • Commit to impactful work that aids individuals in fulfilling their financial objectives through expert planning and investment advice.

Success Factors in This Role:

  • Capitalize on RBC Dominion Securities' esteemed reputation to establish a clientele of affluent individuals, families, and entrepreneurs, addressing their intricate financial requirements.
  • Employ RBC's vast investment and wealth management tools to develop tailored portfolios and financial strategies for your clients.
  • Build enduring, trusted relationships through personalized service and insightful guidance.
  • Collaborate with RBC partners in Personal & Commercial Banking and Insurance to ensure comprehensive support for your clients' financial journeys.

Qualifications We Seek:

  • 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 willingness to do so before commencing your role.
  • A strong enthusiasm for financial planning and a deep interest in investment management.
  • Exceptional relationship-building capabilities, enabling connections with diverse individuals.

Preferred Qualifications:

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

What We Offer:

  • A comprehensive Total Rewards package prioritizing your well-being, featuring flexible and modern benefits, including parental leave.
  • A base salary to support your initial phase, alongside unlimited earning potential through commissions and fees.
  • The freedom to establish and manage your own practice within the RBC framework, utilizing our resources and guidance in a flexible work environment.
  • Opportunities to qualify for the prestigious President's Club Program within your first four years.
  • Supportive leadership invested in your success, including mentorship and professional development programs.
  • A welcoming and inclusive culture that values your unique perspectives and experiences.

Enjoy flexible work arrangements with leaders who prioritize your personal and professional needs.

Essential Skills:

Business Performance, Critical Thinking, Decision Making, Client Relations, Financial Strategy, High Net Worth Client Management, Interpersonal Skills, Investment Banking, Investment Consulting, Wealth Management.

Commitment to Inclusion:

At RBC, we champion diversity and inclusion as a catalyst for innovation and growth. We are dedicated to fostering inclusive teams and an equitable workplace, allowing employees to express their authentic selves. We also strive to ensure an accessible recruitment experience for candidates with varying abilities.