Investment Advisor
1 month ago
Job Summary
Job Description
Unlock your potential with RBC
As a Financial Planner at RBC Dominion Securities, you will help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will have the tools to succeed in a dynamic and rewarding environment.
What you do best:
- You have excellent communication and problem-solving skills to build and maintain strong client relationships.
- You are a self-motivated individual who is driven to succeed and make a meaningful impact.
- You are passionate about providing personalized financial advice and planning to help clients achieve their life goals.
How you'll succeed in this role:
- Utilize RBC Dominion Securities' strong brand and reputation to establish a loyal client base and manage their complex financial needs.
- Leverage RBC's extensive investment and wealth management resources to create customized financial plans and portfolios for your clients.
- Foster long-term relationships with clients through exceptional service and advice.
- Collaborate with RBC partners to ensure clients receive comprehensive financial solutions.
A few details about what we're looking for:
- You have 4-6 years of experience in a sales or financial services role and are comfortable with earning a commission-based income.
- You have completed the Canadian Securities Course (CSC) or will prior to your start date.
- You have a strong passion for financial planning and a keen interest in portfolio management.
- You have excellent relationship-building skills and the ability to connect with diverse clients.
Nice to have:
- Experience in a direct marketing role, financial services, and a proven track record in high-value sales and business development.
- Completed 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 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, inclusive culture and team that celebrates your unique perspectives and background.
- 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 ServicesAdditional Job Details
Platform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
CommissionInclusion 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.
Stay in-the-know about great career opportunities at RBC
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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