Wealth Management Consultant

3 weeks ago


Bracebridge, Ontario, Canada RBC Dominion Securities Inc. Full time
Grow Your Business with RBC Dominion Securities

We are seeking a skilled Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will have the opportunity to help clients achieve their financial goals while building your own business within our brand.

About the Role

This is a full-time position that requires 4-6 years of outbound sales experience and a passion for financial planning. You will be responsible for building and maintaining client relationships, providing strong planning and financial advice, and leveraging RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans.

Key Responsibilities
  • BUILD AND MAINTAIN CLIENT RELATIONSHIPS: Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners.
  • PROVIDE FINANCIAL ADVICE: Offer personalized service and advice to help clients achieve their financial goals.
  • LEVERAGE RBC RESOURCES: Utilize RBC's investment and wealth management resources to create customized portfolios and wealth plans.
  • FOSTER TRUSTED RELATIONSHIPS: Establish and maintain reciprocal relationships with RBC partners to ensure clients are supported in all aspects of their financial lives.
Requirements
  • 4-6 YEARS OF OUTBOUND SALES EXPERIENCE: Proven track record of success in sales and business development.
  • CANADIAN SECURITIES COURSE (CSC): Completed or willing to complete prior to start date.
  • PASSION FOR FINANCIAL PLANNING: Strong interest in portfolio management and financial planning.
  • RELATIONSHIP BUILDING SKILLS: Ability to connect with all types of individuals and build trusted relationships.
Benefits
  • TOTAL REWARDS PACKAGE: Comprehensive benefits package that prioritizes overall wellbeing.
  • UNLIMITED EARNING POTENTIAL: Base salary plus commission and fees.
  • AUTONOMY TO BUILD BUSINESS: Flexible environment to build and run your own business within the RBC brand.
  • PRESIDENT'S CLUB PROGRAM: Potential to qualify for this prestigious program within the first 4 years.
  • MENTORSHIP AND CAREER DEVELOPMENT: Leaders who are invested in your success and provide opportunities for growth and development.
What We Offer

RBC Dominion Securities offers a supportive and inclusive culture that celebrates individual perspectives and experiences. Our leaders prioritize employee wellbeing and provide flexible work arrangements to support both personal and professional needs.

We strive to enhance the well-being of our clients and communities through our passion and drive. If you are a self-starter with excellent people skills and a passion for financial planning, we encourage you to apply for this exciting opportunity.



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