Autonomous Wealth Advisor: Create Custom Portfolios

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

Job summary

A leading investment firm in Newmarket is seeking an experienced Investment Advisor to build and maintain relationships with high-net-worth clients. You will leverage the firm's resources to create customized investment portfolios and wealth plans, helping clients reach their financial goals. Ideal candidates will have solid sales experience, a passion for financial planning, and excellent interpersonal skills. This role offers unlimited earning potential, mentorship, and a supportive culture, allowing you to run your own business within the firm.

Benefits

Comprehensive Total Rewards package

Unlimited earning potential through commission

Flexible work arrangements

Mentorship and career development programs

Qualifications

• 4-6 years of outbound sales experience, comfortable earning 100% commission.
• Passion for financial planning and keen interest in portfolio management.

Responsibilities

• Build and maintain client relationships with high-net-worth individuals.
• Create customized portfolios and wealth plans while leveraging resources.
• Foster long-term, trusted relationships through personalized service.

Skills

People skills

Problem-solving

Client Counseling

Critical Thinking

Interpersonal Relationships

Education

Canadian Investment Regulatory Exam

Retail Securities Exam

Job description

A leading investment firm in Newmarket is seeking an experienced Investment Advisor to build and maintain relationships with high-net-worth clients. You will leverage the firm's resources to create customized investment portfolios and wealth plans, helping clients reach their financial goals. Ideal candidates will have solid sales experience, a passion for financial planning, and excellent interpersonal skills. This role offers unlimited earning potential, mentorship, and a supportive culture, allowing you to run your own business within the firm.