Investment Advisor

0000050599 RBC Dominion Securities Inc.; Edmonton; On-site; CAD 70,000 - 100,000; Full time

Job summary

As an Investment Advisor at a leading financial institution, you will leverage your sales experience and financial planning skills to build relationships with high-net-worth clients. You will have the autonomy to manage your own business while receiving comprehensive support and resources. The role offers unlimited earning potential through commissions and a commitment to your professional development.

Benefits

Total Rewards package prioritizing wellbeing

Base salary plus unlimited earning potential

Autonomy to build and run your own business

Potential to qualify for the 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) or will prior to starting.

Responsibilities

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

Skills

Consulting

Critical Thinking

Decision Making

Relationship Management

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

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 you in achieving yours. If you've dreamed of starting your own business but lack the training, support, and resources, RBC provides what you need to build your career and life.

What you do best :

• Build and maintain client relationships using excellent people and problem-solving skills.
• Be a self-starter eager to make your day your own.
• Provide meaningful work by helping people reach their life goals through 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, managing their complex financial needs.
• Use RBC’s extensive investment and wealth management resources to create customized portfolios and wealth plans.
• Develop long-term, often multi-generational relationships through personalized service and advice.
• Collaborate with RBC partners such as Personal & Commercial Banking and Insurance to support clients comprehensively.

A few details about what we’re looking for :

• 4-6 years of outbound sales experience, comfortable earning 100% commission.
• Completed the Canadian Securities Course (CSC) or will prior to starting.
• Passion for financial planning and 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, or success in high-value sales and business development.
• Completed certifications such as CPH, PFP, CIM, or CFA.

What’s in it for you?

At RBC, enjoy developing new skills, opportunities to innovate, comprehensive benefits, and flexibility to balance work and life. Our offerings include:

• A Total Rewards package prioritizing wellbeing, including parental leave.
• Base salary plus unlimited earning potential through commissions and fees.
• Autonomy to build and run your own business within the RBC brand, with support and resources.
• Potential to qualify for the President's Club Program within your first 4 years.
• Leadership invested in your success, including mentorship and career development programs.
• An inclusive culture that celebrates your unique perspectives and experiences.
• Flexible work arrangements supporting your personal and professional needs.

Job Skills include Consulting, Critical Thinking, Decision Making, 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: Wealth Management
• Job Type: Regular
• 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 for innovation and growth. We are committed to building inclusive teams and an equitable workplace where everyone can bring their true selves. We support candidates with different abilities and encourage accommodations during the recruitment process. Please let us know if you need assistance.

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