Investment Advisor

Tobermory; Guelph; On-site; CAD 115,000 - 214,000; Full time

Benefits offered by this job

Parental leave

Flexible work arrangements

Mentorship programs

Competitive commission structure

Job summary

Royal Bank of Canada in Guelph, Ontario seeks an Investment Advisor to build a client base of high-net-worth individuals, families, and business owners. You will create customized portfolios and wealth plans using RBC resources and deliver personalized financial advice.

You will develop trusted relationships, collaborate with RBC partners, and manage daily activities in a 37.5-hour work week with full-time, commission-based earning potential.

Qualifications

• 4–6 years of outbound sales experience.
• Completion of Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE), or ability to complete them prior to start.
• Passion for financial planning and portfolio management.
• Background in direct marketing within financial services with success in high-value sales.
• Strong ability to build relationships with diverse clients.

Responsibilities

• Build a client base of high-net-worth individuals, families and business owners by leveraging RBC Dominion Securities’ strong brand.
• Create customized portfolios and wealth plans leveraging RBC investment and wealth management resources.
• Develop and maintain strong, trusted relationships through personalized financial advice and service.
• Maintain strong reciprocal relationships with RBC partners to ensure clients are supported in all aspects of their financial lives.
• Demonstrate excellent people and problem-solving skills to build and maintain client relationships.
• Be a self-starter and manage daily activities independently to deliver meaningful work.

Skills

Outbound sales

Client counseling

Relationship building

Financial planning

Portfolio management

Investment knowledge

Interpersonal skills

Self-starter

Education

CFP

CIM

CFA

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

Job description

Royal Bank of Canada is located at 42 WYNDHAM ST N:GUELPH. The company is currently looking for applications for the role of Investment Advisor. We are seeking a motivated individual with strong interpersonal skills. The successful candidate will be expected to begin their duties as soon as possible. The open positions are for Full time job.

Employer Name: Royal Bank of Canada
Position: Investment Advisor
Salary: $115,000 – $214,000 per year
Work hours/week: 37.5
Employment type: Full-time
Location: 42 WYNDHAM ST N:GUELPH

• The candidate will be responsible for building a client base of high-net-worth individuals, families and business owners by leveraging RBC Dominion Securities’ strong brand and reputation.
• The candidate will be responsible for creating customized portfolios and wealth plans by leveraging RBCs investment and wealth management resources.
• The candidate will be required to develop and maintain strong, trusted relationships through personalized financial advice and service.
• The candidate will be required to maintain strong reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure clients are supported in all aspects of their financial lives.
• The candidate must have excellent people and problem-solving skills that help build and maintain client relationships.
• The candidate must show a self-starter mindset and the ability to manage their daily activities independently.
• The candidate will be required to be motivated to deliver meaningful work that helps clients achieve their life goals through strong planning and financial advice.

Job Requirements

• The candidate will be required to have 4-6 years of outbound sales experience and be comfortable working on 100% commission.
• The candidate should have completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE), or be able to complete them prior to the start date.
• The candidate must be passionate about financial planning and genuinely interested in portfolio management.
• The candidate must have a background in direct marketing within financial services and show success in high value sales and business growth, regardless of discipline.
• The candidate will be expected to build strong relationships and connect with individuals from different backgrounds.
• The candidate must hold recognized certifications in Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
• The candidate will receive a comprehensive Total Rewards package that supports overall wellbeing, with flexible and modern benefits, including parental leave.
• The candidate will receive a base salary along with unlimited earning potential through commission and fees.
• The candidate will have the autonomy to build and run their own business within the RBC brand, with access to resources and guidance.
• The candidate will receive the chance to qualify for the President’s Club Program with peers within their first four years.
• The candidate will receive support from leaders invested in their success, including mentorship and development programs.
• The candidate will work in a supportive and inclusive culture that values different perspectives, backgrounds, and experiences.
• The candidate will benefit from flexible work arrangements and support from leaders for both personal and professional needs.

Job Skills

• The candidate must demonstrate strong client counseling abilities in all interactions.
• The candidate must have strong critical thinking skills.
• The candidate must have strong decision-making skills.
• The candidate must be skilled at managing interpersonal relationships effectively.
• The candidate must be able to build strong interpersonal relationships with clients and colleagues.
• The candidate must have experience in investment banking.
• The candidate must be skilled in investment consulting.
• The candidate must be skilled in investment management to optimize client portfolios.
• The candidate must have experience in private banking to serve high-net-worth clients.
• The candidate must be knowledgeable about product services to support client needs.