Full-Time Investment Advisor at RBC
2 weeks ago
Canada
RBC Dominion Securities
Full-time
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Elevate your career as an Investment Advisor with RBC Dominion Securities in Oshawa, Canada. You'll guide clients toward financial success while enjoying the support to grow your business.
This role seeks motivated individuals with 4-6 years of sales expertise to drive their own business within the RBC framework. You'll be responsible for creating tailored investment strategies and building relationships with affluent clients. Utilize RBC’s tools and resources to meet complex financial needs and provide long-term, personalized service.
Key Responsibilities
• Build a strong client base of high-net-worth families and individuals
• Craft personalized wealth plans using RBC’s resources
• Develop meaningful relationships grounded in trust and service
• Collaborate with RBC departments for comprehensive support
• Directly contribute to client financial goals with tailored advice
Requirements:
• Proven sales success in previous roles, ideally 4-6 years
• Completion of Canadian Investment Regulatory Exam (CIRE)
• Strong interpersonal skills to connect with various clients
• Passion for financial planning and investment
• Openness to a commission-only compensation model Shape clients’ financial futures while building your advisory career at RBC Dominion Securities.
Key Responsibilities
• Build a strong client base of high-net-worth families and individuals
• Craft personalized wealth plans using RBC’s resources
• Develop meaningful relationships grounded in trust and service
• Collaborate with RBC departments for comprehensive support
• Directly contribute to client financial goals with tailored advice
Requirements:
• Proven sales success in previous roles, ideally 4-6 years
• Completion of Canadian Investment Regulatory Exam (CIRE)
• Strong interpersonal skills to connect with various clients
• Passion for financial planning and investment
• Openness to a commission-only compensation model Shape clients’ financial futures while building your advisory career at RBC Dominion Securities.