Investment Advisor

RBC Dominion Securities; Greater Sudbury; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services company is seeking an Investment Advisor to build and manage client relationships in Greater Sudbury, Canada. This commission-based role requires individuals with strong problem-solving skills and a passion for financial planning. Successful candidates will have outbound sales experience and relevant certifications like CIRE and RSE. Enjoy a flexible work environment with unlimited earning potential, mentorship, and a comprehensive rewards package.

Benefits

Flexible and modern benefits

Base salary with earning potential through commission

Mentorship and career development programs

Qualifications

• 4-6 years of outbound sales experience.

Responsibilities

• Build and maintain client relationships.
• Provide planning and financial advice to clients.
• Manage clients' complex financial needs.
• Create customized portfolios and wealth plans.
• Establish relationships with RBC partners.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Management

Education

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

Job description

Overview

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 help you reach yours. This role supports building your own business with the training, support, and resources of RBC.

Responsibilities

• You have excellent people and problem-solving skills that help you build and maintain client relationships.
• You’re a self-starter who wants to make your day your own.
• You’re driven to provide strong planning and financial advice to help people reach their life goals.
• Lean on RBC Dominion Securities’ brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
• Leverage RBC’s investment and wealth management resources to create customized portfolios and wealth plans for clients.
• Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
• Establish and maintain reciprocal relationships with RBC partners to ensure clients are supported in all aspects of their financial lives.

A few details about what we’re looking for

• You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.
• You have completed the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE) or will prior to your start date.
• You have a passion for financial planning and an interest in portfolio management.
• You have strong relationship-building skills and the ability to connect with all types of individuals.

Nice to have

• Experience in a direct marketing role, financial services and success in high-value sales and business development, regardless of industry/discipline.
• Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

What’s in it for you?

Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, RBC provides what you need to build your career and life.

• A comprehensive Total Rewards package prioritizing wellbeing, with flexible and modern benefits, including parental leave.
• Base salary to start, with unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand, leveraging resources and guidance in a flexible environment.
• Potential to qualify for the President’s Club Program with peers in your first 4 years.
• Mentorship and career development programs from invested leaders.
• An inclusive culture that celebrates diverse perspectives and experiences.
• Flexible work arrangements and leaders who support personal and professional needs.

Job Skills

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

Job Details

• Address: 1361 PARIS ST, GREATER SUDBURY / GRAND SUDBURY
• City: Greater Sudbury / Grand Sudbury
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Commission
• Posted Date: 2025-12-08
• Application Deadline: 2026-02-26
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. This is a commission-based role with earnings based on sales success and production; discretionary, variable incentives may apply.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. We strive to foster a workplace based on respect, belonging, and opportunity for all.