Investment & Wealth Advisor

RBC Dominion Securities; Golden Horseshoe; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading financial institution as an Investment Advisor, where you can leverage your sales experience and passion for financial planning to build strong client relationships. Enjoy autonomy, competitive compensation, and comprehensive benefits while helping clients achieve their financial goals.

Benefits

Comprehensive Total Rewards package

Flexible and modern benefits

Potential to qualify for President's Club Program

Mentorship and career development programs

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience.
• Completed the Canadian Securities Course (CSC).

Responsibilities

• Build a client base of high-net-worth individuals.
• Create customized portfolios and wealth plans.

Skills

Business Development

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from RBC Dominion Securities

Associate Branch Director at RBC Dominion Securities

About the job

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!

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.

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.

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

Business Development, Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Address : 5140 Yonge Street

North York, Canada

Pay Type : Commission

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

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Investment Management

Referrals increase your chances of interviewing at RBC Dominion Securities by 2x

Sign in to set job alerts for “Wealth Management Advisor” roles.

Scarborough, Ontario, Canada 4 months ago

Associate, Wealth Management (Global Client Group)

Associate Investment Counsellor / Senior Manager, Private Clients

Senior Financial Advisor - Downtown Toronto, ON

Operations Manager - Wealth Management Canada

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr

Create a job alert for this search

Investment Advisor • Golden Horseshoe, ON, Canada