Investment Advisor

phn; Oakville; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution seeks an Investment Advisor to manage client relationships and provide tailored financial advice. The role offers a base salary along with commission potential, allowing for substantial earnings. Candidates should have sales experience and relevant financial qualifications including the Canadian Securities Course.

Benefits

Comprehensive Total Rewards package

Flexible and modern benefits including parental leave

Autonomy to build and run your business

Potential to qualify for prestigious programs like President's Club

Leaders invested in your success

Supportive, inclusive workplace culture

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience required.
• Completion of the Canadian Securities Course or equivalent necessary.
• Strong relationship-building skills are essential.

Responsibilities

• Build and maintain client relationships as an Investment Advisor.
• Develop customized portfolio and wealth plans.
• Work to help clients reach their financial goals.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

Join to apply for the Investment Advisor role at PH&N Institutional .

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 In This Role

• 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 Securities Course (CSC) 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 Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

What’s in it for you?

• A comprehensive Total Rewards package that prioritizes your overall well-being, 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
• Investment Banking
• Investment Consulting
• Investment Management
• Product Services

Address : 435 NORTH SERVICE RD W : OAKVILLE

City : OAKVILLE

Country : Canada

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Commission

Posted Date : 2025-02-07

Application Deadline : 2025-05-05

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

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