Current jobs related to Investment Advisor - Guelph, Ontario - Royal Bank of Canada

  • Associate

    4 days ago

    Guelph, Ontario, Canada RBC Full time

    Job DescriptionThe RBC Dominion Securities branch located in Guelph is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new...

  • Client Advisor

    4 days ago

    Guelph, Ontario, Canada RBC Full time

    Job DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Investment Advisor

    6 hours ago

    Guelph, Canada RBC Dominion Securities Full time

    Investment Advisor Join to apply for the Investment Advisor role at RBC Dominion Securities. Job Description As 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...

  • Investment Advisor

    3 weeks ago

    Guelph, Canada Royal Bank of Canada> Full time

    As 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 career and life to make it yours! What you do best:...

  • Investment Associate

    2 weeks ago

    Guelph, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • HNW Investment Advisor — Build Your Own Practice

    3 weeks ago

    Guelph, Canada RBC Dominion Securities Full time

    A leading financial services firm in Guelph is seeking an Investment Advisor to cultivate relationships with high-net-worth clients. The ideal candidate will provide tailored financial advice and create strategies to assist clients in reaching their financial goals. Applicants should have 4-6 years of outbound sales experience coupled with a passion for...

  • Wealth Advisor

    6 days ago

    Guelph, Canada RLB LLP Full time

    As a Wealth Advisor, you will provide high-calibre, customized financial planning services to our clients in conjunction with TriCert’s financial planning team. You will play a vital role in ensuring each client follows a well-defined financial plan, through coordination with the client’s accounting and tax advisors at RLB and with the investment...

  • Wealth Advisor

    2 weeks ago

    Guelph, Canada RLB LLP Full time

    Have you heard? #RLBisAwesome! People Count. That is our motto at RLB. So, what does this mean for you? - We invest time and effort into our team members for the hands-on learning experience required to become a successful professional. - We offer a fun and rewarding work environment dedicated to ensuring that our team members get the knowledge, support, and...

  • Wealth Advisor

    3 days ago

    Guelph, Canada RLB LLP Full time

    We’re growing—and we’re looking for a personable and technically skilled Wealth Advisor to join our new division, RLB Wealth, in partnership with TriCert. In this role, you’ll play a key part in delivering trusted financial planning services to our long-standing RLB accounting and tax clients. You’ll work directly with clients to develop tailored,...

  • Financial Advisor

    3 days ago

    Guelph, 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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Financial Advisor

    3 weeks ago

    Guelph, Canada RBC Full time

    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 key life events. As...

  • Financial Advisor

    3 weeks ago

    Guelph, Canada RBC Full time

    Job Description 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 key life events. As an expert...

Investment Advisor

3 hours ago

Guelph, Ontario, Canada Royal Bank of Canada Full time

Job Description

Grow your business, your way – with RBC

As 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 career and life to make it yours

What you do best:

  • You have excellent people and problem-solving skills that help you build and maintain client relationships.
  • You're a self-starter – someone who wants to make their day their own.
  • You're driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

How you'll succeed in this role:

  • Lean on RBC Dominion Securities' strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
  • Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.

A few details about what we're looking for:

  • You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.
  • You have completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to your start date.
  • You have a passion for financial planning and a keen interest in portfolio management.
  • You have strong relationship building skills and an ability to connect with all types of individuals.

Nice to have:

  • Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.
  • Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What's in it for you?

Whether it's developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.

  • A comprehensive Total Rewards packages 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 so you can bring your whole self to work, every day.
  • Flexible work arrangements and leaders who support your needs—both personal and professional

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

Address:

42 WYNDHAM ST N:GUELPH

City:

Guelph

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

This is a commission-based role and is compensated on a performance-based arrangement where your earnings are based on sales success and production generated by you or your team. You may be eligible for a discretionary, variable incentive payment.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging, and opportunity for all.

Join our Talent Community

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

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.