Investment Advisor

0000050599 RBC Dominion Securities Inc.; Lethbridge; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join an innovative firm as an Investment Advisor, where you can build your own business while helping clients achieve their financial goals. This role offers the autonomy to create customized portfolios and wealth plans, supported by a strong brand and extensive resources. With a focus on relationship-building, you will connect with high-net-worth individuals and families, providing personalized financial advice. Enjoy a flexible work environment, a comprehensive rewards package, and the opportunity to develop your career within a diverse and inclusive culture. This is your chance to make a meaningful impact while achieving your professional aspirations.

Benefits

Comprehensive Total Rewards Package

Parental Leave

Unlimited Earning Potential

Leadership Support

Flexible Work Options

Mentorship Programs

Qualifications

• 4-6 years of outbound sales experience, comfortable with commission.
• Strong relationship-building skills and ability to connect with diverse individuals.

Responsibilities

• Build and maintain client relationships using excellent people skills.
• Leverage RBC's brand to manage complex financial needs.

Skills

Outbound Sales Experience

Relationship Building

Problem-Solving Skills

Financial Planning

Education

Completion of the Canadian Securities Course

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 your success. If you've dreamed of starting your own business but lack the training, support, and resources, RBC provides what you need for your career and life to make it yours!

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 planning and financial advice.

How you’ll succeed in this role :

• Leverage RBC Dominion Securities’ strong brand to build a client base of high-net-worth individuals, families, and business owners, managing their complex financial needs.
• Utilize RBC's extensive resources to create customized portfolios and wealth plans.
• Develop trusted, often multi-generational, long-term relationships through personalized service.
• Collaborate with RBC partners like 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.
• Completion of the Canadian Securities Course (CSC) prior to start date.
• Passion for financial planning and interest in portfolio management.
• Strong relationship-building skills and ability to connect with diverse individuals.

Nice to have :

• Experience in direct marketing, financial services, or success in high-value sales and business development.
• Certifications such as CPH, PFP, CIM, or CFA.

What’s in it for you?

Whether developing new skills, innovating, growing, or enjoying flexible benefits and work arrangements, RBC provides everything to build your career and life:

• A comprehensive 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 framework.
• Opportunity to qualify for the President's Club Program within your first 4 years.
• Leadership support through mentorship and career development programs.
• An inclusive culture that celebrates diversity and supports your authentic self.
• Flexible work options and supportive leadership.

Additional details:

• Location: 204 1 AVE S, Lethbridge, Canada
• Work hours: 37.5/week
• Employment: Full-time, Commission-based
• Platform: Wealth Management
• Posted: 2024-04-30 | Deadline: 2024-07-31

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and equitable workplaces, supporting our diverse talent, clients, and communities. We strive to provide accessible recruitment experiences and accommodations as needed.

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