Investment Advisor
4 weeks ago
Job Description
Grow Your Business, Your Way
As a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while building a successful career. With our support, you'll have the freedom to create a business that's tailored to your strengths and interests.
What You'll Do Best:
- You'll build strong relationships with clients, understanding their financial needs and providing personalized advice.
- You'll be a self-starter, taking initiative to develop your skills and knowledge in investment management and wealth planning.
- You'll help clients create customized financial plans, leveraging RBC's extensive resources and expertise.
How You'll Succeed:
- You'll leverage RBC's strong brand and reputation to attract high-net-worth clients and manage their complex financial needs.
- You'll use RBC's investment and wealth management resources to create tailored portfolios and wealth plans for your clients.
- You'll foster long-term relationships with clients, providing ongoing support and guidance to help them achieve their financial goals.
- You'll collaborate with RBC partners to ensure clients receive comprehensive financial solutions.
A Few Details:
- You'll have 4-6 years of outbound sales experience and be comfortable earning 100% commission.
- You'll have completed the Canadian Securities Course (CSC) or will prior to your start date.
- You'll have a passion for financial planning and a keen interest in portfolio management.
- You'll have strong relationship-building skills and the ability to connect with diverse individuals.
Nice to Have:
- Experience in direct marketing, financial services, and high-value sales and business development.
- Completion of the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
What's in It for You:
- A comprehensive Total Rewards package prioritizing your overall well-being, with 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 celebrating your unique perspectives, background, and experience.
- Flexible work arrangements and leaders who support your needs – both personal and professional.
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