Investment Advisor

RBC Dominion Securities; Waterloo; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated Investment Advisor to empower clients in achieving their financial goals. This role offers the autonomy to build and manage your own business while leveraging a strong brand and extensive resources. With a focus on high-net-worth individuals, you will provide tailored financial advice and foster long-term relationships. Enjoy a supportive culture that values diversity and growth, along with flexible work arrangements and a comprehensive rewards package. If you're driven by meaningful work and have a passion for financial planning, this opportunity is for you.

Benefits

Comprehensive Total Rewards packages

Flexible work arrangements

Mentorship and career development programs

Potential to qualify for President's Club Program

Parental leave benefits

Qualifications

• 4-6 years of outbound sales experience with a focus on commission-based earnings.
• Strong relationship-building skills and a passion for financial planning.

Responsibilities

• Build a client base of high-net-worth individuals and manage their financial needs.
• Leverage RBC's resources to create customized portfolios 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

Job Summary

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 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 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 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?

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

Additional Job Details

Address:

95 KING ST S:WATERLOO

City:

WATERLOO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2025-04-21

Application Deadline:

2025-07-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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