Description
As an Investment Advisor at RBC Dominion Securities, you will help clients reach their goals while growing your own business.
You will leverage RBC's resources to build a client base of high-net-worth individuals, families, and business owners, and manage their complex financial needs.
Responsibilities:
- Build and maintain client relationships using excellent people and problem-solving skills
- Create customized portfolios and wealth plans for clients
- Foster long-term relationships with clients and establish reciprocal relationships with RBC partners
Requirements:
- 4-6 years of outbound sales experience
- Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
- Strong relationship-building skills and ability to connect with various individuals
Nice to have:
- Experience in direct marketing, financial services, and high-value sales
- Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)
Benefits:
- Comprehensive Total Rewards package with flexible and modern benefits
- Base salary and unlimited earning potential through commission and fees
- Autonomy to build and run your own business within the RBC brand
- Potential to qualify for the President's Club Program
- Leaders invested in your success, including mentorship and career development programs
- Supportive, inclusive culture and team