Investment Advisor

5 days ago


Collingwood, Ontario, Canada RBC Full time
About the Role

We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  1. Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their complex financial needs and provide tailored investment advice.
  2. Portfolio Management: Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients, ensuring their financial goals are met.
  3. Business Development: Establish and maintain reciprocal relationships with RBC partners, such as Personal & Commercial Banking and Insurance, to ensure clients receive comprehensive financial support.
  4. Financial Planning: Foster trusted, long-term relationships with clients by providing personalized service and advice, helping them achieve their life goals.
Requirements
  1. Experience: 4-6 years of outbound sales experience, with a proven track record of success in high-value sales and business development.
  2. Certifications: Completed the Canadian Securities Course (CSC) or will prior to start date.
  3. Skills: Strong relationship-building skills, ability to connect with diverse individuals, and a passion for financial planning and portfolio management.
What We Offer
  1. Total Rewards Package: Comprehensive benefits, including parental leave, flexible work arrangements, and modern benefits.
  2. Unlimited Earning Potential: Base salary, commission, and fees, with opportunities to qualify for the prestigious President's Club Program.
  3. Autonomy and Support: Flexible work environment, mentorship, and career development programs, with leaders invested in your success.
  4. Inclusive Culture: Supportive team, celebrating diverse perspectives, backgrounds, and experiences, with flexible work arrangements and leaders who support your needs.

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