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Investment Advisor

1 month ago

Hamilton, Ontario, Canada RBC - Royal Bank Full time

Job Summary

Job Description

Unlock your potential as a Financial Planning Specialist at RBC Dominion Securities

As a Financial Planning Specialist, you will play a key role in helping your clients achieve their financial goals. You will work closely with a team of experienced professionals to provide personalized financial advice and guidance to high-net-worth individuals, families, and business owners.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement personalized financial plans to help clients achieve their objectives.
  • Provide ongoing financial guidance and advice to clients to ensure they stay on track with their plans.
  • Collaborate with other RBC professionals to provide comprehensive financial solutions to clients.

What we offer:

  • A comprehensive compensation package that includes a base salary and unlimited earning potential through commission and fees.
  • A supportive and inclusive work environment that encourages collaboration and teamwork.
  • Opportunities for professional development and growth within the company.
  • A competitive benefits package that includes health, dental, and vision coverage, as well as a retirement savings plan.

Requirements:

  • 4-6 years of experience in a related field, such as financial planning or wealth management.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
  • Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork.
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans.

Preferred qualifications:

  • Canadian Securities Course (CSC) or equivalent.
  • Experience in a direct marketing role, financial services, and 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).

Why RBC?

RBC is a leading financial institution with a long history of innovation and excellence. We offer a dynamic and supportive work environment that encourages collaboration and teamwork. Our employees are passionate about helping our clients achieve their financial goals, and we are committed to providing the training and resources they need to succeed.

How to apply:

Apply online at jobs.rbc.com. We thank all applicants for their interest; however, only those selected for an interview will be contacted.