Investment Advisor

3 months ago

Moncton, 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?

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:

633 MAIN ST, UNIT 650:MONCTON

City:

MONCTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-10-17

Application Deadline:

2025-01-16

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.

  • Beauty Advisor

    3 days ago

    Moncton, Canada Sephora Full time

    **Job ID**: 214669 **Location**: NB-Moncton (0570) **Address**: 477 Paul St., Moncton, NB E1A 4X5, 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. Sephora was...

  • Temporary Beauty Advisor

    4 months ago

    Moncton, Canada Sephora Full time

    **Job ID**: 254887 **Location**: NB-Moncton (0570) **Address**: 477 Paul St., Moncton, NB E1A 4X5, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët Hennessy Louis...

  • Financial Advisor Mountain Road

    6 months ago

    Moncton, Canada Scotiabank Full time

    Requisition ID: 200047 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...

  • Banking Advisor

    3 weeks ago

    Moncton, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients.Your job:Greet clients and answer...

  • Wealth Management Assistant

    23 hours ago

    Moncton, Canada National Bank of Canada Full time

    **Primary Locations**:Moncton, New Brunswick**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve...

  • Banking Advisor

    1 month ago

    Moncton, Canada National Bank Full time

    Attendance On-Site Job number 23079 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 21-Oct-2024 Location: Moncton, New Brunswick City Moncton Province/State New Brunswick Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a...

  • Senior Financial Advisor

    1 month ago

    Moncton, Canada Scotiabank Full time

       Requisition ID: 211673Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...

  • Financial Services Specialist

    4 weeks ago

    Moncton, New Brunswick, Canada Royal Bank of Canada Full time

    We are seeking an experienced Investment Advisor to join our team at Royal Bank of Canada. As a key member of our wealth management division, you will have the opportunity to build and maintain long-term relationships with high-net-worth individuals, families, and business owners.About the RoleAs an Investment Advisor, you will be responsible for providing...

  • Commercial Insurance Advisor

    1 month ago

    Moncton, Canada BrokerLink Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who...

  • Sales Representative

    7 months ago

    Moncton, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the...

  • Client Advisor Intern

    4 months ago

    Moncton, Canada Royal Bank of Canada Full time

    **Job Summary** 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 and are excited to help...

  • Client Associate Cibc Wood Gundy

    2 months ago

    Moncton, 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 Manager

    2 months ago

    Moncton, Canada Charles Street Financial Full time

    **Role Description** The Client Manage is responsible for the daily administrative and client contact operations. This includes working closely with Financial Advisors providing value-added sales support, client service and marketing support to help them grow their business. **Accountabilities**: - Provide a high level of customer service and sales...

  • Manager, Client Services

    6 months ago

    Moncton, Canada Sephora Full time

    **Job ID**: 241519 **Store Name/Number**: NB-Moncton (0570) **Address**: 477 Paul St., Moncton, NB E1A 4X5, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Manager, Client Services, you will be responsible for managing all services, classes and events in a specific Sephora store location. You will...

  • Portfolio Manager, Md Signature

    3 weeks ago

    Moncton, Canada MD Financial Management Full time

    Requisition ID: 212405 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Portfolio Manager to join our team. The Portfolio Manager occupies a key role within MD...

  • Banking Advisor Intern

    4 weeks ago

    Moncton, 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...

  • Client Advisor Conseiller(ère) à La Clientèle

    7 months ago

    Moncton, Canada Royal Bank of Canada Full time

    **Résumé du travail** **Description du poste** - 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...

  • Banking Advisor Intern

    3 weeks ago

    Moncton, Canada Royal Bank of Canada Full time

    Job Summary ...

  • Estate and Trust Consultant

    4 months ago

    Moncton, Canada Scotiabank Full time

    Requisition ID: 201404 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...

  • Sales Representative

    7 months ago

    Moncton, New Brunswick, B1C, Cape Breton, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the...