Investment Advisor

3M HEALTHCARE; Sarnia; On-site; CAD 60,000 - 120,000; Full time

Benefits offered by this job

Total Rewards package

Base salary with uncapped commission

Autonomy to build your own business

Job summary

RBC Dominion Securities is seeking a driven financial professional to build and manage relationships with high-net-worth individuals, families and business owners in Canada. You’ll leverage RBC’s wealth management resources to craft customized portfolios and wealth plans, while delivering personalized service to help clients reach life goals.

Ideal candidates have 4–6 years of outbound sales experience, are comfortable with 100% commission, and have completed the Canadian Investment Regulatory

Qualifications

• 4-6 years of outbound sales experience
• Strong relationship-building skills
• Comfortable earning 100% commission
• Completed Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE) or will prior to start date
• Passion for financial planning and portfolio management

Responsibilities

• Build a client base of high-net-worth individuals, families and business owners
• Manage complex financial needs and create customized wealth plans
• Foster long-term, multi-generational relationships using personalized service and advice
• Establish reciprocal relationships with RBC partners to support clients' financial lives

Job description

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 RBCs 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?

Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.

• A comprehensive Total Rewards packages 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