Investment Advisor

RBC - Royal Bank; Windsor; On-site; CAD 50,000 - 70,000; Full time

Job summary

RBC Dominion Securities is seeking an Investment Advisor to assist clients in achieving their financial goals. This role emphasizes building strong client relationships, utilizing RBC's resources for customized financial planning, and offers a competitive salary with unlimited commission potential. Ideal candidates will have a passion for financial planning and a proven sales background.

Benefits

Comprehensive Total Rewards package

Flexible and modern benefits

Autonomy to build your own business

Potential to qualify for President's Club Program

Leadership invested in your success

Supportive, inclusive culture

Flexible work arrangements

Qualifications

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

Responsibilities

• Build and maintain client relationships with high-net-worth individuals.
• Create customized portfolios and wealth plans.
• Foster long-term relationships through personalized service.

Skills

Consulting

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

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

Nice to have :

• Experience in direct marketing, financial services, or success in high-value sales and business development.
• Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or 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 to build your career and life and make it yours.

• A comprehensive Total Rewards package prioritizing your overall wellbeing, including flexible and modern benefits such as 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 in a flexible environment.
• Potential to qualify for the prestigious President's Club Program within your first 4 years.
• Leadership invested in your success, including mentorship and career development programs.
• A supportive, inclusive culture that celebrates your unique perspectives, background, and experience.
• Flexible work arrangements supporting your personal and professional needs.

Job Skills

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