Wealth Advisor: Build Your Own Book with Unlimited Commission

RBC Dominion Securities; Windsor; On-site; CAD 60,000 - 120,000; Full time

Job summary

RBC Dominion Securities Inc. is seeking an Investment Advisor to grow a client base of high-net-worth individuals, families and business owners in Windsor, Ontario.

You will provide comprehensive financial planning and investment management within the RBC ecosystem, building a trusted advisory relationship. You’ll leverage RBC resources to design customized wealth plans, support clients through lifecycle events, and foster multi-generational partnerships.

Qualifications

• 4–6 years of outbound sales experience
• Completed the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE) or will complete before start date
• Passion for financial planning and investment management
• Strong relationship-building skills across diverse client types

Responsibilities

• Build and maintain relationships with high-net-worth clients and families.
• Create customized portfolios and wealth plans leveraging RBC resources.
• Foster long-term, often multi-generational client relationships with personalized service.

Skills

Client relationships

Self-starter

Financial planning

Portfolio management

Problem solving

Education

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

CFP / CIM / CFA

Job description

RBC Dominion Securities Inc. is seeking an Investment Advisor to grow a client base of high-net-worth individuals, families and business owners in Windsor, Ontario.

You will provide comprehensive financial planning and investment management within the RBC ecosystem, building a trusted advisory relationship. You’ll leverage RBC resources to design customized wealth plans, support clients through lifecycle events, and foster multi-generational partnerships.