Investment Advisor

5 days ago

Coquitlam, 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:

2950 GLEN DR:COQUITLAM

City:

COQUITLAM

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-11-27

Application Deadline:

2025-02-19

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

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.

  • Business Operations Coordinator for Investment Services

    2 weeks ago

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

    Overview of Royal Bank of CanadaRoyal Bank of Canada is a leading full-service investment and wealth management firm committed to helping clients build financial success through a personalized approach.We are seeking an Administrative Assistant/Associate to provide administrative support to multiple Investment Advisor teams and branch support in our...

  • Beauty Advisor

    6 months ago

    Coquitlam, Canada Sephora Full time

    **Job ID**: 245420 **Location**: BC-Coquitlam (0530) **Address**: 2929 Barnet Highway, Coquitlam, BC V3B 5R5, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris....

  • Insurance Advisor

    5 months ago

    Coquitlam, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Client Solutions Advisor

    2 months ago

    Coquitlam, Canada Scotiabank Full time

    Requisition ID: 206777 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are actively recruiting experienced Sales Representatives (Client Solutions Advisors) in Coquitlam, BC - no previous banking experience required! **Job Overview**: As a Sales Representatives (Client Solutions Advisors), you will...

  • Small Business Advisor

    6 months ago

    Coquitlam, Canada Scotiabank Full time

    Requisition ID: 197126 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Financial Advisor

    5 months ago

    Coquitlam, Canada Scotiabank Full time

    Requisition ID: 194541 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    5 months ago

    Port Coquitlam, Canada Scotiabank Full time

    Requisition ID: 198631 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Administrative Support Professional

    3 weeks ago

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

    Job SummaryRoyal Bank of Canada is seeking a skilled Administrative Support Professional to provide high-quality support to our Investment Advisor teams and branch operations. As a key member of our team, you will be responsible for coordinating meetings, preparing materials, and maintaining accurate records.Key ResponsibilitiesCoordinate meetings and...

  • Paid Services Beauty Advisor

    6 months ago

    Coquitlam, Canada Sephora Full time

    **Job ID**: 248534 **Location**: BC-Coquitlam (0530) **Address**: 2929 Barnet Highway, Coquitlam, BC V3B 5R5, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **You’ll love working here** As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to...

  • IT Client Advisor

    6 months ago

    Port Coquitlam, Canada New Charter Technologies Full time

    **Who We Are**: Since 1999, ActiveCo Technology Management has reshaped IT Management by using innovative techniques to provide outstanding support services to small and medium-sized businesses across all North America. We believe in creating an exceptional culture, with an exceptional purpose to embrace diversity and create an inclusive and collaborative...

  • Administrative Assistant/associate

    3 weeks ago

    Coquitlam, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Coquitlam, BC...

  • Mortgage Advisor

    2 weeks ago

    Coquitlam, Canada BMO Full time

    Application Deadline: 12/30/2024 Address: 1025 Austin Avenue Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Advisor can offer you all that and much...

  • Administrative Support Professional

    3 weeks ago

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

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Administrative Assistant/Associate to provide exceptional support to multiple Investment Advisor teams and the branch.The ideal candidate will possess excellent communication skills, a high level of time management, and the ability to build strong relationships with clients and colleagues.Coordinate...

  • Service Advisor

    4 weeks ago

    Coquitlam, Canada Go Auto Full time

    **Job Description**: Are you a car fanatic with a knack for delivering exceptional customer service? Do you thrive in a positive and fast-paced environment? Buckle up because we have an incredibly exciting opportunity for you! We are searching for an enthusiastic and knowledgeable Automotive Service Advisor to join our phenomenal team. If you're ready to...

  • Services Manager, Stores

    3 months ago

    Coquitlam, Canada Sephora Full time

    At Sephora Canada, we’re passionate about finding and sharing beauty in the world. Our constant innovation, our ability to see and lead trends, and our focus on providing an outstanding customer experience make us the most-loved beauty community and top of mind for every Canadian. We find beauty in our communities, in our differences, our experiences, and...

  • Service Writer

    6 months ago

    Coquitlam, Canada GFL Environmental Full time

    **GFL Environmental is looking for a Service Writer/Advisor to join our team in Coquitlam, BC!** The Service Writer/Advisor will be creating and monitoring work orders, tracking preventative maintenance repairs and scheduling repairs accordingly. They will also be responsible and perform a range of duties including but not limited to; Entering hours, Filing...

  • Financial Services Associate

    6 months ago

    Coquitlam, 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...

  • Wealth Planning Assistant

    5 months ago

    Coquitlam, Canada Prospera Credit Union Full time

    **TEAM LOCAL is hiring** Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $7.5 billion in assets and 120,000 members. With 26...

  • Financial Planner

    2 months ago

    Port Coquitlam, Canada Scotiabank Full time

       Requisition ID: 208904Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planer you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your...

  • Service Writer

    6 months ago

    Coquitlam, Canada GFL Environmental Full time

    GFL Environmental is looking for a Service Writer/Advisor to join our team in Coquitlam, BC! The Service Writer/Advisor will be creating and monitoring work orders, tracking preventative maintenance repairs and scheduling repairs accordingly. They will also be responsible and perform a range of duties including but not limited to; Entering hours, Filing...