Autonomous Wealth Advisor - Build Your Own Practice

RBC Dominion Securities; Greater Sudbury; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services company is seeking an Investment Advisor to build and manage client relationships in Greater Sudbury, Canada. This commission-based role requires individuals with strong problem-solving skills and a passion for financial planning. Successful candidates will have outbound sales experience and relevant certifications like CIRE and RSE. Enjoy a flexible work environment with unlimited earning potential, mentorship, and a comprehensive rewards package.

Benefits

Flexible and modern benefits

Base salary with earning potential through commission

Mentorship and career development programs

Qualifications

• 4-6 years of outbound sales experience.

Responsibilities

• Build and maintain client relationships.
• Provide planning and financial advice to clients.
• Manage clients' complex financial needs.
• Create customized portfolios and wealth plans.
• Establish relationships with RBC partners.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Management

Education

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

Job description

A leading financial services company is seeking an Investment Advisor to build and manage client relationships in Greater Sudbury, Canada. This commission-based role requires individuals with strong problem-solving skills and a passion for financial planning. Successful candidates will have outbound sales experience and relevant certifications like CIRE and RSE. Enjoy a flexible work environment with unlimited earning potential, mentorship, and a comprehensive rewards package.