Investment Advisor

Royal Bank of Canada; Fredericton; On-site; CAD 50,000 - 100,000; Full time

Job summary

An innovative financial services company is seeking an Investment Advisor in Fredericton to leverage their financial acumen and build relationships with high-net-worth clients. The role involves utilizing RBC's extensive resources to create customized financial plans, fostering long-term client relationships, and offering advisory services. Candidates should have strong sales and relationship-building skills, targeting those with financial planning interests and relevant experience. A competitive salary along with commission opportunities are included in the total rewards package.

Benefits

Comprehensive Total Rewards package

Flexible benefits including parental leave

Autonomy to build and run your business

Potential to qualify for Presidents Club Program

Mentorship and career development programs

Supportive, inclusive culture

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience with a focus on high-net-worth clients.
• Strong relationship-building skills and an ability to connect with diverse individuals.
• Passion for financial planning and keen interest in portfolio management.

Responsibilities

• Build and manage a client base using RBC's brand and resources.
• Create customized financial portfolios and wealth plans for clients.
• Establish long-term relationships through personalized service.

Skills

Client Counseling

Interpersonal Relationships

Decision Making

Critical Thinking

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 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

Whether its developing new skills opportunities to innovate and grow modern and comprehensive benefits or the flexibility to enjoy the moments that matter at RBC you have everything you need at your fingertips to build your career and life and make it yours.

• A comprehensive Total Rewards packages that prioritizes your overall wellbeing with flexible and modern benefits including parental leave
• Base salary to get you started and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.
• Potential to qualify for the prestigious Presidents Club Program with your peers in your first 4 years.
• Leaders who are invested in your success including mentorship and career development programs.
• A supportive inclusive culture and team that celebrates your unique perspectives background and experience so you can bring your whole self to work every day.
• Flexible work arrangements and leaders who support your needsboth personal and professional

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 :

371 QUEEN ST : FREDERICTON

City : FREDERICTON

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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Investment Advisor • Fredericton, New Brunswick, Canada