Investment Advisor

3 weeks ago

Ottawa, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Unlock your potential with RBC

As a Wealth Management Professional at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert advice and guidance to your clients, helping them navigate the complexities of wealth management.

What you do best:

  • You have excellent communication and problem-solving skills that enable you to build strong relationships with clients.
  • You are a self-motivated individual who is driven to succeed and make a meaningful impact in the lives of your clients.
  • You have a passion for financial planning and a keen interest in portfolio management.

How you'll succeed in this role:

  • Lean on RBC Dominion Securities' strong brand and reputation to establish a loyal client base.
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • Foster long-term relationships with clients by providing personalized service and expert advice.
  • Collaborate with RBC partners to ensure your clients receive comprehensive support for all their financial needs.

A few details about what we're looking for:

  • You have 4-6 years of experience in a sales or client-facing role and are comfortable working in a commission-based environment.
  • You have completed the Canadian Securities Course (CSC) or will prior to your start date.
  • You have a strong understanding of financial planning principles and a keen interest in portfolio management.
  • You have excellent relationship-building skills and are able to connect with clients from diverse backgrounds.

Nice to have:

  • Experience in a direct marketing role or financial services industry, with a proven track record of success in high-value sales and business development.
  • Completion of advanced certifications such as 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?

At RBC, we offer a comprehensive Total Rewards package that prioritizes your overall well-being, including flexible and modern benefits, a base salary, and unlimited earning potential through commission and fees. You will also have the autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.

  • A supportive and inclusive culture that celebrates your unique perspectives and background.
  • Leaders who are invested in your success, including mentorship and career development programs.
  • Flexible work arrangements and leaders who support your needs – both personal and professional.

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Inclusion and Equal Opportunity Employment

At RBC, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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