Investment Advisor

Royal Bank of Canada>; Vernon; On-site; CAD 70,000 - 100,000; Full time

Job summary

As an Investment Advisor at a leading financial institution, you will leverage your skills to build relationships with high-net-worth clients, offering tailored financial advice and investment strategies. This role emphasizes personal growth and the opportunity to make a significant impact in clients' financial journeys.

Benefits

Comprehensive Total Rewards Program

Flexible Benefits

Leadership support for development

Dynamic and collaborative team environment

Challenging work opportunities

Qualifications

• 4-6 years of outbound sales experience required.
• Completion of Canadian Securities Course (CSC) prior to start date.

Responsibilities

• Build and maintain client relationships with high-net-worth individuals.
• Create customized portfolios and wealth plans for clients.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

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 :

• 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.
• Use 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 through personalized service and advice.
• Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to support your clients comprehensively.

A few details about what we’re looking for :

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

Nice to have :

• Experience in direct marketing, financial services, and success in high-value sales and business development, regardless of industry.
• 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?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving mutual success.

• A comprehensive Total Rewards Program including competitive compensation and flexible benefits.
• Leadership support for your development through coaching and growth opportunities.
• Opportunity to make a meaningful and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Challenging work opportunities.
• Building close relationships with clients.

This position is compensated based on your or your team’s production and may be eligible for discretionary/variable incentives.

RBC’s compensation philosophy emphasizes attracting, engaging, and retaining a highly qualified global workforce to:

• Drive RBC’s high-performance culture.
• Achieve strategic goals collectively.
• Generate sustainable shareholder returns and above-market shareholder value.

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address : 2052 W 41 AVE, VANCOUVER

City : VANCOUVER

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : Job Type : Regular

Pay Type : Commission

Posted Date : 2024-12-10

Application Deadline : 2025-06-30

Note : Applications accepted until 11:59 PM the day before the deadline.

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 for our employees to bring their true selves to work. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We strive to provide accessible recruitment processes for candidates with different abilities. Please inform us if accommodations are needed during the recruitment process.

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Expand your limits and create a new future at RBC. Discover how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.