Investment Advisor

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

Job summary

A leading investment firm in Newmarket is seeking an experienced Investment Advisor to build and maintain relationships with high-net-worth clients. You will leverage the firm's resources to create customized investment portfolios and wealth plans, helping clients reach their financial goals. Ideal candidates will have solid sales experience, a passion for financial planning, and excellent interpersonal skills. This role offers unlimited earning potential, mentorship, and a supportive culture, allowing you to run your own business within the firm.

Benefits

Comprehensive Total Rewards package

Unlimited earning potential through commission

Flexible work arrangements

Mentorship and career development programs

Qualifications

• 4-6 years of outbound sales experience, comfortable earning 100% commission.
• Passion for financial planning and keen interest in portfolio management.

Responsibilities

• Build and maintain client relationships with high-net-worth individuals.
• Create customized portfolios and wealth plans while leveraging resources.
• Foster long-term, trusted relationships through personalized service.

Skills

People skills

Problem-solving

Client Counseling

Critical Thinking

Interpersonal Relationships

Education

Canadian Investment Regulatory Exam

Retail Securities Exam

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. 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

• 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 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 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 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 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 Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

What’s in it for you

• A comprehensive Total Rewards package 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 President’s 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 needs—both 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

Location

17120 LESLIE ST, NEWMARKET, Canada