Investment Advisor — Build Your Own Client Base

RBC Dominion Securities

Mississauga

On-site

CAD 60,000 - 100,000

Full time

14 days+
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Benefits offered by this job

Total rewards package
Parental leave
Autonomy to run your own business
Mentorship program
Flexible work arrangements

Job summary

RBC Dominion Securities is seeking an Investment Advisor in Mississauga to grow a client base of high-net-worth individuals and families. You will provide planning and financial advice, leveraging RBC Resources to build customized portfolios.

You will foster long-term relationships through personalized service, with opportunities for mentorship and a path to leadership within the RBC brand. This role offers autonomy in a flexible environment and the potential for significant earnings via

Qualifications

  • 4-6 years of outbound sales experience and comfortable earning 100% commission.
  • Completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to your start date.
  • A passion for financial planning and a keen interest in portfolio management.
  • Strong relationship building skills and an ability to connect with all types of individuals.

Responsibilities

  • Build and maintain a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
  • Leverage RBCs resources to create customized portfolios and wealth plans for clients.
  • Foster trusted, multi-generational relationships with personalized service and advice.
  • Establish reciprocal relationships with RBC partners to support clients’ financial lives.

Skills

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

Education

Canadian Investment Regulatory Exam (CIRE)
Retail Securities Exam (RSE)
CFP
CIM
CFA

Job description

RBC Dominion Securities is seeking an Investment Advisor in Mississauga to grow a client base of high-net-worth individuals and families. You will provide planning and financial advice, leveraging RBC Resources to build customized portfolios.

You will foster long-term relationships through personalized service, with opportunities for mentorship and a path to leadership within the RBC brand. This role offers autonomy in a flexible environment and the potential for significant earnings via

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