Investment Advisor

0000050599 RBC Dominion Securities Inc.; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a leading financial institution as an Investment Advisor, where you can build your own business while helping clients achieve their financial goals. This role offers autonomy, unlimited earning potential, and comprehensive support for your career growth within a diverse and inclusive environment.

Benefits

Comprehensive benefits

Parental leave

Mentorship programs

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience.
• Strong relationship-building skills.

Responsibilities

• Build and maintain client relationships.
• Create customized portfolios and wealth plans.
• Collaborate with RBC partners for comprehensive client support.

Skills

Relationship Building

Problem-Solving

Sales

Education

Canadian Securities Course (CSC)

Job description

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 support your career growth. If you've dreamed of starting your own business but lack the training, support, and resources, RBC offers what you need to succeed!

What you do best :

1. Build and maintain client relationships using excellent people and problem-solving skills.
2. Be a self-starter eager to make your day your own.
3. Provide meaningful work by helping people achieve their life goals through strong planning and financial advice.

How you’ll succeed in this role :

1. Utilize RBC Dominion Securities’ reputable brand to build a client base of high-net-worth individuals, families, and business owners with complex financial needs.
2. Create customized portfolios and wealth plans leveraging RBC’s extensive investment resources.
3. Develop trusted, often multi-generational, long-term relationships through personalized service.
4. Collaborate with RBC partners such as Personal & Commercial Banking and Insurance to support clients comprehensively.

A few details about what we’re looking for :

1. 4-6 years of outbound sales experience and comfort earning 100% commission.
2. Completion of the Canadian Securities Course (CSC) prior to start date.
3. A passion for financial planning and interest in portfolio management.
4. Strong relationship-building skills and ability to connect with diverse individuals.

Nice to have :

1. Experience in direct marketing, financial services, or high-value sales and business development.
2. Certifications such as CPH, PFP, CIM, or CFA.

What’s in it for you?

• Comprehensive benefits prioritizing your well-being, including parental leave.
• Base salary plus unlimited earning potential through commissions and fees.
• Autonomy to build and manage your own business within the RBC framework.
• Opportunities for recognition, including potential qualification for the President's Club.
• Mentorship and career development programs.
• An inclusive culture that values diversity and supports your authentic self.
• Flexible work arrangements supporting your personal and professional needs.

Additional Job Details

Location: 600 CROWFOOT CRES NW, CALGARY, Canada

Work hours: 37.5/week

Employment type: Full-time, Regular

Platform: Wealth Management

Pay type: Commission

Posted date: 2024-06-04

Application deadline: 2024-09-04

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion, committed to building equitable teams and workplaces. We support candidates with different abilities and encourage accommodations during recruitment.

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