Investment Advisor

4 weeks ago

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

Job Summary

Job Description

Unlock Your Potential with RBC

As a Financial Planning Specialist at RBC Dominion Securities, you will have the opportunity to help high-net-worth individuals achieve their financial goals. You will work closely with clients to understand their needs and develop personalized financial plans that meet their objectives.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement comprehensive financial plans that meet the needs of high-net-worth individuals.
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients.
  • Foster trusted, long-term relationships with clients through exceptional service and advice.

Requirements:

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

What We Offer:

  • A comprehensive Total Rewards package that prioritizes your overall wellbeing.
  • 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.
  • Potential to qualify for the prestigious President's Club Program.
  • Leaders who are invested in your success and a supportive, inclusive culture.

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, 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.

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