Wealth Advisor: Build Your Own Practice & Guide Clients

RBC; Hamilton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Hamilton is looking for an Investment Advisor. This role involves building long-term client relationships, providing financial planning, and utilizing RBC’s extensive resources to create customized investment portfolios. Ideal candidates will have outbound sales experience and a passion for financial advising. The position offers a supportive environment, competitive compensation with commission potential, and opportunities for professional growth.

Benefits

Comprehensive Total Rewards package

Base salary with unlimited commission potential

Flexibility in work arrangements

Supportive and inclusive culture

Mentorship and career development programs

Qualifications

• 4-6 years of outbound sales experience.
• Comfortable earning 100% commission.
• Passion for financial planning and a keen interest in portfolio management.

Responsibilities

• Build relationships with high-net-worth clients.
• Create customized investment portfolios and wealth plans.
• Collaborate with RBC partners to support client needs.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Consulting

Investment Management

Private Banking

Product Services

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

A leading financial services provider in Hamilton is looking for an Investment Advisor. This role involves building long-term client relationships, providing financial planning, and utilizing RBC’s extensive resources to create customized investment portfolios. Ideal candidates will have outbound sales experience and a passion for financial advising. The position offers a supportive environment, competitive compensation with commission potential, and opportunities for professional growth.