Investment Advisor

0000050599 RBC Dominion Securities Inc.; Waterloo; On-site; CAD 70,000 - 120,000; Full time

Job summary

Join RBC Dominion Securities as an Investment Advisor, where you can build your own business and help clients achieve their financial goals. This full-time role offers the chance to leverage RBC's resources and brand, while providing personalized financial advice to high-net-worth individuals. With a strong focus on relationship-building and financial planning, you'll enjoy a supportive environment that encourages your growth and success.

Benefits

Comprehensive benefits

Flexible work arrangements

Leadership support and mentorship

Parental leave

Unlimited earning potential through commissions

Qualifications

• 4-6 years of outbound sales experience.
• Passion for financial planning and interest in portfolio management.
• Ability to connect with diverse individuals.

Responsibilities

• Build and maintain client relationships.
• Manage complex financial needs of high-net-worth clients.
• Create customized portfolios and wealth plans.

Skills

Relationship-building

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 your success. This role is ideal if you've dreamed of starting your own business but need the training, support, and resources from a reputable company like RBC. Here, you'll find what you need to make your career and life your own!

What you do best :

• Build and maintain client relationships through excellent people and problem-solving skills.
• Be a self-starter eager to make your day your own.
• Provide meaningful work by helping clients achieve their life goals through strong planning and financial advice.

How you’ll succeed in this role :

• Leverage RBC Dominion Securities’ strong brand to build a client base of high-net-worth individuals, families, and business owners, managing their complex financial needs.
• Utilize RBC’s extensive investment and wealth management resources to create customized portfolios and wealth plans.
• Foster long-term, often multi-generational, relationships through personalized service and advice.
• Collaborate with RBC partners such as Personal & Commercial Banking and Insurance to support 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 interest in portfolio management.
• Strong relationship-building skills and the ability to connect with diverse individuals.

Nice to have :

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

What’s in it for you? RBC offers opportunities to develop new skills, innovate, and grow, alongside comprehensive benefits and flexible work arrangements. Build your career and life with us:

• A Total Rewards package prioritizing your wellbeing, including parental leave.
• Base salary to start, with unlimited earning potential through commissions and fees.
• Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance.
• Potential to qualify 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 allows you to bring your whole self to work.
• Flexible work arrangements and supportive leadership.

Additional Job Details:

• Location: 95 KING ST S, WATERLOO, ON, Canada
• Hours: 37.5/week
• Employment Type: Full-time
• Platform: Wealth Management
• Job Type: Regular
• Pay Type: Commission
• Posted Date: 2024-06-04
• Application Deadline: 2024-09-04

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, supporting our diverse talent, clients, and communities. We strive to provide accessible candidate experiences and welcome accommodations during recruitment.

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Investment Advisor • WATERLOO, Ontario, Canada