Investment Advisor

Royal Bank of Canada>; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading financial institution as an Investment Advisor, where you will leverage your sales experience and relationship-building skills to help clients achieve their financial goals. Enjoy a supportive environment with opportunities for growth and unlimited earning potential through commissions. The role offers a base salary and the chance to qualify for the prestigious President's Club Program within your first four years.

Benefits

Opportunities to develop new skills

Modern, comprehensive benefits

Flexible work arrangements

Leadership support including mentorship

Inclusive culture that celebrates diversity

Qualifications

• 4-6 years of outbound sales experience with comfort in earning 100% commission.
• Strong relationship-building skills and the ability to connect with diverse individuals.

Responsibilities

• Build a client base of high-net-worth individuals and manage their complex financial needs.
• Create customized portfolios and wealth plans for clients using RBC's resources.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Education

Canadian Securities Course (CSC)

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 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!

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 :

• Leverage 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.
• Use RBC’s 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 comprehensive client support.

A few details about what we’re looking for :

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

Nice to have :

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

What’s in it for you?

• Opportunities to develop new skills, innovate, and grow within a supportive environment.
• Modern, comprehensive benefits and flexible work arrangements.
• Base salary with unlimited earning potential through commissions and fees.
• Potential to qualify for the President's Club Program within your first 4 years.
• Leadership support including mentorship and career development programs.
• An inclusive culture that celebrates diversity and supports your whole self at work.

Job Skills

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

Additional Job Details

• Address: 10111 104 AVE NW, EDMONTON
• City: EDMONTON
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: Job Type: Regular
• Pay Type: Commission
• Posted Date: 2024-12-10
• Application Deadline: 2025-06-30
• Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and equitable workplaces. We support our diverse talent, clients, and communities, and strive to provide accessible recruitment processes. Please inform us if you require accommodations during recruitment.

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