Investment Advisor

3 weeks ago


Stratford, Ontario, Canada Royal Bank of Canada> Full time

About the Role

As a Financial Planning Specialist at Royal Bank of Canada, you will play a key role in helping high-net-worth individuals, families, and business owners achieve their financial goals. This exciting opportunity is perfect for a motivated and results-driven professional who is passionate about delivering exceptional client service and building long-term relationships.

Key Responsibilities

  • Develop and implement comprehensive financial plans that cater to clients' unique needs and objectives.
  • Provide expert guidance on investment management, wealth planning, and retirement strategies.
  • Build and maintain strong relationships with clients, understanding their financial aspirations and goals.
  • Leverage RBC's extensive resources and expertise to deliver tailored solutions and exceptional service.

What We Offer

  • A competitive base salary and unlimited earning potential through commission and fees.
  • A comprehensive Total Rewards package that prioritizes your overall wellbeing, with flexible and modern benefits.
  • A supportive and inclusive culture that celebrates your unique perspectives and background.
  • Leaders who are invested in your success, with mentorship and career development programs.

Requirements

  • 4-6 years of outbound sales experience and a passion for financial planning.
  • Strong relationship building skills and an ability to connect with all types of individuals.
  • Completed the Canadian Securities Course (CSC) or willingness to obtain prior to start date.

Preferred Qualifications

  • 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), and Chartered Investment Manager (CIM).

  • Investment Advisor

    1 month ago


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

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor 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 for your...


  • Stratford, Ontario, Canada RBC Dominion Securities Inc. Full time

    Unlock Your PotentialRBC Dominion Securities Inc. offers a unique opportunity for investment professionals to grow their business and advance their careers in a dynamic environment.About RBC Dominion Securities Inc.We are one of Canada's largest and most respected wealth management firms, providing personalized service and advice to high-net-worth...


  • Stratford, Ontario, Canada Royal Bank of Canada> Full time

    Job Title:Financial AdvisorJob Summary:We are seeking a skilled Financial Advisor to join our team at the Royal Bank of Canada. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives. You will work closely with our clients to understand their financial needs and provide personalized advice and...

  • Investment Advisor

    2 weeks ago


    Stratford, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planning and Management Professional at Royal Bank of Canada, you will have the opportunity to help clients achieve their financial goals while developing your own career and business.With a strong focus on portfolio management and financial planning, you will be responsible for building and maintaining client relationships,...

  • Investment Advisor

    1 month ago


    Stratford, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionUnlock your potential with RBCAs 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...


  • Stratford, Ontario, Canada Sun Life Full time

    Are you looking for a career that offers financial independence and work-life balance?Sun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team.As a Financial Advisor, you will have the opportunity to build your own business, receive exceptional training and support, and enjoy competitive compensation and ongoing recognition for...


  • Stratford, Ontario, Canada RBC Dominion Securities Inc. Full time

    RBC Dominion Securities Inc. offers a dynamic career opportunity for an Investment Advisor, where you can grow your business and reach your goals.About the RoleAs an Investment Advisor at RBC Dominion Securities, you will be responsible for helping clients achieve their financial objectives while developing a successful business within our strong brand and...


  • Stratford, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Advisor, you will attract, nurture, and grow relationships with our high-value personal and small business clients by providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals and navigate key life events. You will...


  • Stratford, Ontario, Canada BrokerLink Full time

    At BrokerLink, we're committed to creating a work environment that's respectful and inclusive. Our values of integrity, respect, customer-driven mindset, excellence, and generosity drive our diversity and inclusion efforts.We're looking for individuals who share these values and are passionate about providing exceptional customer service. As a Personal...


  • Stratford, Ontario, Canada Sun Life Full time

    Build Your Dream Business with Sun LifeAre you a driven and entrepreneurial individual looking to take control of your life and career? Do you have a passion for helping others achieve their financial goals?Sun Life is seeking an experienced and motivated Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build a...


  • Stratford, Ontario, Canada RBC Dominion Securities Inc. Full time

    Company Overview:At RBC Dominion Securities Inc., we empower individuals to build their businesses and shape their futures. Our mission is to provide expert guidance and resources, enabling our clients to achieve financial success.A Competitive Salary:We offer a comprehensive compensation package that includes a base salary of $85,000 - $110,000 per annum,...


  • Stratford, Ontario, Canada BrokerLink Full time

    At BrokerLink, our values of integrity, respect, customer-driven mindset, excellence, and generosity guide our diversity and inclusion efforts to ensure a welcoming work environment.We're looking for individuals who share these values and want to provide exceptional customer service while carrying themselves with professionalism.We invest in your success,...

  • Investment Advisor

    3 months ago


    Stratford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor 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...


  • Stratford, Canada Peak Investment Services Full time

    **Job Overview**: We are seeking an experienced Client Services Assistant to the Sr. Financial Advisor to join our team. The Client Services Assistant will help clients meet their financial goals by providing administrative and operational support as instructed by the Sr. Financial Advisor. **Duties and Responsibilities**: - Schedule appointments and...

  • Financial Advisor

    4 weeks ago


    Stratford, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    4 weeks ago


    Stratford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...


  • Stratford, Canada Scotiabank Full time

    Requisition ID: 192955 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Stratford, Canada BrokerLink Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...

  • Executive Assistant

    5 months ago


    Stratford, Canada Vancea Financial Group Full time

    We are actively seeking an individual who possesses excellent attention to detail, proficient computer skills, and relevant work experience in the mutual fund, insurance, banking, or investment industry. The primary responsibilities for this role include efficiently managing advisor calendars, preparing advisor files for appointments, and executing all...

  • Mortgage Advisor

    5 months ago


    Stratford, Canada Scotiabank Full time

    Requisition ID: 189497 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Associate

    3 months ago


    Stratford, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?**: RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

  • Associate

    2 months ago


    Stratford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...


  • Stratford, Canada Scotiabank Full time

    Requisition ID: 206280 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Who Are We?** Scotiabank’s Commercial Banking professionals are committed to delivering advice. You will be a trusted business advisor offering a full suite of customized lending, deposit, cash management, and trade finance...


  • Stratford, Canada Libro Credit Union Full time

    Career Opportunity Libro is growing - and Libro is hiring. Our expansion plans include a series of new hires across southwestern Ontario. Take a look. Who We Are Imagine working for an organization where every employee and customer is an Owner. No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper....


  • Stratford, Canada MacEwen Petroleum Inc. Full time

    **OVERVIEW**: The Commercial Sales Representative is tasked with growing the customer portfolio of the Company for Lubricants, Diesel Exhaust Fluid (DEF) and related Petroleum Products. This team member is responsible for business development, with a strong focus on acquiring new customers while maintaining strong relationships with the Company’s existing...


  • Stratford, Canada Scotiabank Full time

    Requisition ID: 206280 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Commercial Banking Agricultural Analyst Co-op Start Date: January 6th Location: Stratford, ON Application Deadline: 10/18/2024 There's no better way to kickstart your career than to join Scotiabank! You will have the opportunity...