Wealth Advisor: Build Your Own High-Impact Practice

Royal Bank of Canada; Aurora; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Base salary + commission

Flexible work arrangements

Total rewards package

Mentorship programs

Inclusive culture

Job summary

RBC Dominion Securities seeks an Investment Advisor to help clients reach their financial goals through planning and personalized investment advice. You’ll leverage the RBC brand and wealth-management resources to build customized portfolios for high-net-worth individuals, families, and business owners.

You’ll draw on 4–6 years of outbound sales experience and the Canadian regulatory exams (CIRE and RSE) to grow a client base, foster multi-generational relationships, and work with Personal &

Qualifications

• 4–6 years of outbound sales experience and 100% commission.
• Pass Canadian Investment Regulatory Exam, CIRE and RSE or will prior to start date.
• Passion for financial planning and portfolio management.
• Strong relationship-building skills with various client types.

Responsibilities

• Build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
• Leverage RBC resources to create customized portfolios and wealth plans for clients.
• Foster trusted, long-term relationships through personalized service and advice.
• Collaborate with RBC partners in Banking and Insurance to support clients' entire 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 seeks an Investment Advisor to help clients reach their financial goals through planning and personalized investment advice. You’ll leverage the RBC brand and wealth-management resources to build customized portfolios for high-net-worth individuals, families, and business owners.

You’ll draw on 4–6 years of outbound sales experience and the Canadian regulatory exams (CIRE and RSE) to grow a client base, foster multi-generational relationships, and work with Personal &