Investment Advisor

1 week ago

Ottawa, Ontario, Canada RBC Dominion Securities Inc. Full time

Job Description

Grow your business, your way – with RBC Dominion Securities

As a Financial Planning and Wealth Management Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Whether you're looking to start your own business or take your existing one to the next level, we offer the training, support, and resources you need to succeed.

What you do best:

  • You have excellent people and problem-solving skills that help you build and maintain client relationships.
  • You're a self-starter – someone who wants to make their day their own.
  • You're driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

How you'll succeed in this role:

  • Lean on RBC Dominion Securities' strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners and manage their complex financial needs.
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.

A few details about what we're looking for:

  • You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.
  • You have completed the Canadian Securities Course (CSC) or will prior to your start date.
  • You have a passion for financial planning and a keen interest in portfolio management.
  • You have strong relationship-building skills and an ability to connect with all types of individuals.

Nice to have:

  • Experience in a direct marketing role, financial services, and shown success in high-value sales and business development, regardless of industry or discipline.
  • 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?

  • A comprehensive Total Rewards package that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave.
  • Base salary to get you started 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 that celebrates your unique perspectives, background, and experience so you can bring your whole self to work, every day.

Job Skills

  • Business Performance, Critical Thinking, Decision Making, External Clients, Finance Strategy, High Net Worth Individuals, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Investments, Private Banking, Product Services, Sales, Wealth Management

Additional Job Details

Platform: Wealth Management

Job Type: Regular

Pay Type: Commission

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. 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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