Investment Advisor

2 weeks ago

Regina, Saskatchewan, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Unlock your potential as a Financial Planning and Portfolio Management Professional at RBC

As a Financial Planning and Portfolio Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our leading wealth management team. You will be responsible for providing expert financial planning and portfolio management services to high-net-worth individuals, families, and business owners, leveraging RBC's extensive resources and expertise to create customized solutions that meet their complex financial needs.

Key Responsibilities:

  • Develop and implement comprehensive financial plans that align with clients' goals and risk tolerance.
  • Manage and maintain client relationships, providing exceptional service and advice to ensure long-term loyalty and growth.
  • Leverage RBC's investment and wealth management resources to create customized portfolios and wealth plans that meet clients' unique needs.
  • Foster trusted relationships with RBC partners, such as Personal & Commercial Banking and Insurance, to ensure clients receive comprehensive support for all aspects of their financial lives.

Requirements:

  • 4-6 years of outbound sales experience and a strong track record of success in high-value sales and business development.
  • Completed the Canadian Securities Course (CSC) or equivalent, with a passion for financial planning and portfolio management.
  • Excellent relationship-building skills, with the ability to connect with diverse individuals and build long-term relationships.

What We Offer:

  • 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.

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

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 strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Stay in-the-know about great career opportunities at RBC
Sign up and get customized info on our latest jobs, career tips, and Recruitment events that matter to you.
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.

  • Investment Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesJob SummaryWe are seeking a talented Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company.Key ResponsibilitiesBuild and maintain strong...

  • Investment Advisor

    1 month ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...

  • Investment Advisor

    1 month ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...

  • Investment Advisor

    1 month ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to build a successful career in financial services while helping your clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with high-net-worth...

  • Investment Advisor

    1 month ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to build a successful career in financial services while helping your clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with high-net-worth...

  • Investment Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to build a successful career in wealth management and help your clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals,...

  • Investment Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs a highly motivated and results-driven Investment Advisor at RBC Dominion Securities, you will have the opportunity to build a successful career in wealth management and help your clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals,...

  • Investment Advisor

    2 weeks ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow your business, your way – with RBCAs a Financial Services Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Investment Advisor

    1 month ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs 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...

  • Investment Advisor

    1 month ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs 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...

  • Investment Advisor

    4 weeks ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs 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...

  • Investment Advisor

    4 weeks ago

    Regina, Saskatchewan, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs 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...

  • Financial Associate Wealth Advisor

    2 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, working with existing clients and credit union...

  • Financial Associate Wealth Advisor

    1 month ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working...

  • Financial Associate Wealth Advisor

    1 month ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working...

  • Financial Associate Wealth Advisor

    2 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies/GP Financial Services is seeking a skilled and motivated individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, including scheduling and holding client meetings, developing...

  • Financial Associate Wealth Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing administrative and sales support to our Senior Wealth Advisors.Key...

  • Financial Associate Wealth Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing administrative and sales support to our Senior Wealth Advisors.Key...

  • Investment Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs a Financial Planning Specialist at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to create customized financial plans and portfolios for high-net-worth individuals, families, and...

  • Financial Associate Wealth Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies, in partnership with GP Financial Services, is seeking a skilled and motivated individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will work closely with a Senior Wealth Advisor to provide administrative and sales support to existing clients and credit union...