Investment Advisor

RBC - Royal Bank; Hamilton; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join RBC Dominion Securities as an Investment Advisor, where you'll help clients achieve their financial goals while building your career. This role offers the autonomy to run your own business, with a strong support system and unlimited earning potential through commissions. Ideal candidates will have sales experience, a passion for financial planning, and strong relationship-building skills.

Benefits

Total Rewards package prioritizing wellbeing

Base salary with unlimited earning potential

Mentorship and career development programs

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience, comfortable earning 100% commission.
• A passion for financial planning and a keen interest in portfolio management.
• Strong relationship-building skills and the ability to connect with diverse individuals.

Responsibilities

• Leverage RBC's brand to build a client base of high-net-worth individuals.
• Utilize extensive investment resources to create customized portfolios.
• Foster long-term relationships through personalized service and advice.

Skills

Consulting

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Education

Completion of the 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, managing their complex financial needs.
• Utilize 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 through personalized service and advice.
• Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to support your clients comprehensively.

A few details about what we're looking for :

• 4-6 years of outbound sales experience, comfortable earning 100% commission.
• Completion of the Canadian Securities Course (CSC) prior to your start date.
• A passion for financial planning and a keen 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, regardless of industry.
• Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), 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, comprehensive benefits, or flexible work arrangements, RBC provides the resources to build your career and life.

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

Job Skills

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