Investment Advisor

2 months ago

Nanaimo, Canada Royal Bank of Canada> Full time

Job Summary

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 Securities Course (CSC) 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 Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to building close relationships with clients

This position is compensated based on production generated by you or your team.

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC’s high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

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:

5050 UPLANDS DR:NANAIMO

City:

NANAIMO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-09-06

Application Deadline:

2024-11-28

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

    4 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...

  • Investment Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...

  • Investment Advisor

    1 month ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...

  • Investment Advisor

    1 month ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and...

  • Investment Advisor

    3 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryAs an Investment Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while working in a dynamic and collaborative environment. Our team is dedicated to providing exceptional service and advice to our clients, and we are looking for a talented and motivated individual to join our...

  • Investment Advisor

    3 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryAs an Investment Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while working in a dynamic and collaborative environment. Our team is dedicated to providing exceptional service and advice to our clients, and we are looking for a talented and motivated individual to join our...

  • Investment Advisor

    3 weeks ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job Title: Investment AdvisorAbout the Role:We are seeking a highly motivated and results-driven Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will play a key role in helping your clients achieve their financial goals by providing expert advice and guidance on investment and wealth management strategies.Key...

  • Investment Advisor

    2 weeks ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job OpportunityRBC Dominion Securities Inc. is seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will have the opportunity to help clients reach their financial goals while building a successful career.Key Responsibilities:Build and maintain strong relationships with clients to understand their financial needs and...

  • Investment Advisor

    3 weeks ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryUnlock Your Potential as an Investment AdvisorAt Royal Bank of Canada, we're committed to helping our clients achieve their financial goals. As an Investment Advisor, you'll play a critical role in building and maintaining relationships with high-net-worth individuals, families, and business owners. With our extensive investment and wealth...

  • Investment Advisor

    2 weeks ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job Title: Investment AdvisorJob Summary:We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will be responsible for providing expert financial planning and portfolio management services to our clients.Key Responsibilities:Build and maintain strong relationships...

  • Investment Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert advice and guidance to individuals and families seeking...

  • Investment Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert advice and guidance to individuals and families seeking...

  • Investment Advisor

    1 month ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    1 month ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide them with customized financial...

  • Investment Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide them with customized financial...

  • Investment Advisor

    3 weeks ago

    Nanaimo, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you will help your clients reach their goals, while we support you in reaching yours. You will have the opportunity to start your own business and find the training, support, and resources you need from a company like RBC.What you do best:You have...

  • Investment Advisor

    4 weeks ago

    Nanaimo, British Columbia, Canada RBC Full time

    Grow Your Business with RBCAs a Financial Planning Specialist at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to provide expert advice and guidance to high-net-worth individuals, families, and business owners.Key...

  • Investment Advisor

    1 month ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs a Financial Planning Specialist at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to provide expert advice and guidance to your clients, helping them navigate the complexities of...

  • Investment Advisor

    1 month ago

    Nanaimo, British Columbia, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs a Financial Planning Specialist at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to provide expert advice and guidance to your clients, helping them navigate the complexities of...