Investment Advisor

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

Job summary

An established industry player is seeking a dynamic Investment Advisor to help clients achieve their financial goals. This role offers the opportunity to build your own business while leveraging extensive resources and support from a reputable firm. You will connect with diverse clients, providing tailored financial advice and planning. With a focus on autonomy and growth, you’ll enjoy a rewarding career path with unlimited earning potential. Join a company that values innovation, inclusivity, and professional development, making a meaningful impact in the lives of your clients.

Benefits

Flexible benefits

Parental leave

Leadership support

Mentorship programs

Career development programs

Flexible work arrangements

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 and maintain client relationships with high-net-worth individuals.
• Create customized portfolios and wealth plans using RBC's resources.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Education

Completion of the Canadian Securities Course (CSC)

Job description

Join to apply for the Investment Advisor role at RBC Dominion Securities

1 week ago Be among the first 25 applicants

Join to apply for the Investment Advisor role at RBC Dominion Securities

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!

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:

• Leverage 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.
• 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 using 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 100% commission earnings.
• Completion of the Canadian Securities Course (CSC) prior to start date.
• A passion for financial planning and an interest in portfolio management.
• Strong relationship-building skills and ability to connect with diverse individuals.

Nice to have:

• Experience in direct marketing, financial services, and success in high-value sales and business development.
• Completed certifications like CPH, PFP, CIM, or CFA.

What’s in it for you?

Develop new skills, innovate, grow, enjoy comprehensive benefits, and have the flexibility to balance work and life. At RBC, you will find everything you need to build your career and personal life.

• A Total Rewards package prioritizing your wellbeing, including flexible benefits and parental leave.
• Base salary plus unlimited earning potential through commissions and fees.
• Autonomy to build and run your own business within the RBC brand, leveraging our resources.
• Potential qualification for the President's Club Program within your first 4 years.
• Leadership support, mentorship, and career development programs.
• An inclusive culture that values your unique perspectives and experiences.
• Flexible work arrangements supporting your personal and professional needs.

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: 1922 WYANDOTTE ST E:WINDSOR

City: WINDSOR

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 accepted until 11:59 PM on the day prior to the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we believe in a diverse and inclusive workplace. We support policies and programs that foster respect, belonging, and opportunity for all employees, helping us to perform at our best and serve our clients effectively.

Join our Talent Community

Stay informed about career opportunities at RBC by signing up for our Talent Community, where you will receive updates on jobs, tips, and events.

Discover how we use our passion and drive to enhance client and community well-being at jobs.rbc.com