Investment Advisor

Royal Bank of Canada; Burnaby; On-site; CAD 70,000 - 120,000; Full time

Job summary

Join a leading bank as an Investment Advisor, helping clients achieve their financial goals while taking charge of your own career development. Leverage extensive resources to build a client base and deliver personalized financial advice, enabling impactful relationships with high-net-worth individuals and families.

Benefits

Comprehensive Total Rewards Program

Supportive leaders for professional development

Dynamic collaborative team environment

Opportunities for challenging work

Qualifications

• 4-6 years of outbound sales experience required.
• Strong relationship-building skills and connection with individuals.
• Interest in financial planning and portfolio management.

Responsibilities

• Build and manage client relationships with financial advice.
• Create customized portfolios and wealth plans for clients.
• Establish long-term relationships using personalized service.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Skills

Relationship Management

Investment 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

As an Investment Advisor at RBC Dominion Securities you can help your clients reach their goals while we help you reach yours. Maybe youve dreamed of starting your own business but havent had the training support and resources from a company like RBC. Here youll 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.
• Youre a self-starter someone who wants to make their day their own.
• Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

How youll 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 were 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)

Whats in it for you

We thrive on the challenge to be our best progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.

• A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic collaborative progressive and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

This position is compensated based on production generated by you or your team.

This position may be eligible to receive a discretionary / variable incentive payment.

RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting engaging and retaining talent that :

• Drives RBCs high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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 :

4720 KINGSWAY TH 12 : BURNABY

City : BURNABY

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Commission

Posted Date :

Application Deadline :

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.

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Required Experience :

Unclear Seniority

Key Skills

Experience : years

Vacancy : 1

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