Investment Advisor

0000050599 RBC Dominion Securities Inc.; Sault Ste. Marie; On-site; CAD 50,000 - 70,000; Full time

Job summary

RBC Dominion Securities is seeking an Investment Advisor in Sault Ste. Marie. This role involves leveraging the RBC brand to build a client base, providing financial planning, and managing portfolios for high-net-worth individuals. The position offers a base salary plus unlimited commission potential, with opportunities for professional development and a flexible work environment.

Benefits

Total Rewards package prioritizing wellbeing

Base salary plus unlimited earning potential

Autonomy to build and run your own business

Potential qualification for the President's Club Program

Leadership support through mentorship

Inclusive culture celebrating diversity

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience.
• Passion for financial planning and portfolio management.
• Strong relationship-building skills.

Responsibilities

• Build and maintain client relationships.
• Provide strong planning and financial advice.
• Manage complex financial needs of clients.

Skills

Relationship Management

Problem-Solving

Sales

Education

Completion of the Canadian Securities Course (CSC)

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

What you do best :

1. You have excellent people and problem-solving skills that help you build and maintain client relationships.
2. You’re a self-starter who wants to make their day their own.
3. You’re driven to do meaningful work by providing strong planning and financial advice to help people reach their life goals.

How you’ll succeed in this role :

1. 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.
2. Utilize RBC’s extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
3. Build trusted, often multi-generational, long-term relationships through personalized service and advice.
4. Collaborate with RBC partners such as Personal & Commercial Banking and Insurance to support clients comprehensively.

A few details about what we’re looking for :

1. 4-6 years of outbound sales experience with comfort in earning 100% commission.
2. Completion of the Canadian Securities Course (CSC) or willingness to complete prior to start date.
3. A passion for financial planning and an interest in portfolio management.
4. Strong relationship-building skills and the ability to connect with diverse individuals.

Nice to have :

1. Experience in direct marketing, financial services, and success in high-value sales and business development, regardless of industry.
2. Completed certifications such as CPH, PFP, CIM, or CFA.

What’s in it for you?

Whether developing new skills, opportunities to innovate, comprehensive benefits, or flexible work arrangements, RBC provides the resources to build your career and life.

• A Total Rewards package prioritizing wellbeing, including parental leave.
• Base salary plus unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand, leveraging our support in a flexible environment.
• Potential qualification 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 encourages authentic self-expression.
• Flexible work arrangements supporting personal and professional needs.

Additional Job Details include roles in Consulting, Critical Thinking, Decision Making, Relationship Management, Investment Banking, and more.

Address :

432 GREAT NORTHERN RD, SAULT STE. MARIE, Canada

Job specifics :

• Work hours: 37.5/week
• Employment Type: Full time
• Platform: Wealth Management
• Job Type: Regular
• Pay Type: Commission
• Posted Date: 2024-04-02
• Application Deadline: 2024-07-02

Inclusion and Equal Opportunity Employment

RBC embraces diversity and inclusion, committed to building equitable workplaces and supporting candidates with disabilities during recruitment.

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Investment Advisor • SAULT STE. MARIE, Ontario, Canada