Investment Advisor

0000050599 RBC Dominion Securities Inc.; Barrie; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution is seeking an Investment Advisor in Barrie, Ontario. This role involves establishing long-term relationships with high net worth clients and providing tailored investment strategies. Candidates should have a strong sales background and relevant financial qualifications. The position offers a base salary, unlimited earning potential, and full benefits, along with autonomy to build a personal business.

Benefits

Unlimited earning potential

Full benefits

Flexible environment

Mentorship programs

Parental leave

Qualifications

• 4-6 years of outbound sales experience.
• Self-motivated with integrity and empathy.

Responsibilities

• Establish a client base of high net worth individuals.
• Create customized wealth management and investment services.

Skills

Consulting

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Private Banking

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Job description

Your Path can lead to RBC Do you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears.See how shaping your own path can lead to a fulfilling career by exploring the opportunity to become an Investment Advisor with us! What will you do?

Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs

Leverage your investment strategy to create customized wealth management and investment services 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, Insurance, etc.

Here is what we are looking for : We seek passionate, open-minded individuals with a wide range of academic backgrounds, work experiences, perspectives, thinking styles, and expertise.

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 are self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor

You recognize the value of hard work and investment of time to build a successful business

You have excellent communications skills

Nice to have as you start the Investment Advisor journey?

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), and Chartered Investment Manager (CIM)

What’s in it for you?

Base salary to get you started

Unlimited earning potential and full benefits

Autonomy to build and run your own business, in a flexible environment

Programs designed to support you including mentorship, parental leave and development

Management focused on helping you grow

Investment solutions backed by top-ranked research

Job Skills Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services Additional Job Details

Address :

11 VICTORIA ST : BARRIE

City : BARRIE

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : Wealth Management

Job Type : Regular

Pay Type : Commission

Posted Date : 2024-04-30

Application Deadline :

2024-07-31

I nclusion 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.

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Investment Advisor • BARRIE, Ontario, Canada