Investment Advisor

3 weeks ago

Barrie, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Your Path can lead to RBC

Do you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?

RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears.

See how shaping your own path can lead to a fulfilling career by exploring the opportunity to become an Investment Advisor with us

What will you do?

  • Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs

  • Leverage your investment strategy to create  customized wealth management and investment services 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, Insurance, etc.

Here is what we are looking for:

We seek passionate, open-minded individuals with a wide range of academic backgrounds, work experiences, perspectives, thinking styles, and expertise.

  • You have 4-6 years of outbound sales experience and are comfortable earning 100% commission

  • You have completed the Canadian Securities Course (CSC) or will prior to your start date

  • You are self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor

  • You recognize the value of hard work and investment of time to build a successful business

  • You have excellent communications skills

Nice to have as you start the Investment Advisor journey?

  • Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline

  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM)

What’s in it for you?

  • Base salary to get you started

  • Unlimited earning potential and full benefits

  • Autonomy to build and run your own business, in a flexible environment

  • Programs designed to support you including mentorship, parental leave and development

  • Management focused on helping you grow

  • Investment solutions backed by top-ranked research

Job Skills

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address:

11 VICTORIA ST:BARRIE

City:

BARRIE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2023-12-07

Application Deadline:

2024-04-30

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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 jobs.rbc.com.

  • Investment Advisor

    2 weeks ago

    BARRIE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionYour Path can lead to RBCDo you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their...

  • Scotiamcleod Investment Associate

    7 days ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 175867 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Financial Consultant Investments

    3 weeks ago

    Barrie, ON, Canada Sun Life Financial Full time

    Apply locations Barrie, Ontario time type Full time posted on Posted 18 Days Ago job requisition id JR00034424 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...

  • Client Advisor

    4 weeks ago

    Barrie, 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...

  • Financial Services Specialist/Financial Advisor- IIROC

    1 week ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC Apply locations Barrie, ON Orillia, ON time type Full time posted on Posted 3 Days Ago job requisition id 2407784 We’re building a relationship-oriented ...

  • Financial Services Specialist/Financial Advisor- IIROC

    1 week ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC Apply locations Barrie, ON Orillia, ON time type Full time posted on Posted 3 Days Ago job requisition id 2407784 We’re building a relationship-oriented ...

  • Financial Services Specialist/Financial Advisor- IIROC

    1 week ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC Apply locations Barrie, ON Orillia, ON time type Full time posted on Posted 3 Days Ago job requisition id 2407784 We’re building a relationship-oriented ...

  • Client Advisor

    3 days ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Senior Private Banking Advisor

    1 day ago

    Barrie, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Financial Services Specialist/Financial Advisor- IIROC

    1 week ago

    Barrie, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC Apply locations Barrie, ON Orillia, ON time type Full time posted on Posted 3 Days Ago job requisition id 2407784 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who...

  • Administrative Assistant

    5 days ago

    Barrie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Associate Cibc Wood Gundy

    6 days ago

    Barrie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Administrative Assistant

    6 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...

  • Banking Advisor

    21 hours ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Banking Advisor

    3 weeks ago

    Barrie, Ontario, Canada RBC - Royal Bank Full time

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

  • Banking Advisor

    1 day ago

    Barrie, Canada Royal Bank of Canada> Full time

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

  • Banking Advisor

    14 hours ago

    Barrie, Canada RBC - Royal Bank Full time

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

  • Interim Talent and Business Manager

    2 weeks ago

    Barrie, Canada Sephora Full time

    **Job ID**: 227996 **Store Name/Number**: ON-Georgian (0594) **Address**: 509 Bayfield St., Barrie, ON L4M 4Z8, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Interim Talent and Business manager, you will be responsible for managing all services, classes and events in a specific Sephora store...

  • Manager, Client Services

    6 days ago

    Barrie, Canada Sephora Full time

    **Job ID**: 241837 **Store Name/Number**: ON-Park Place Barrie (1558) **Address**: 24 North Village Way Unit 1, Barrie, ON L4N 6PS, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As the Manager, Client Services & Experience, you will be responsible for managing all aspects of the sales experience and...

  • Administrative Assistant

    3 weeks ago

    Barrie, ON, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...