Description
As an Investment Advisor at RBC Dominion Securities, you will help clients reach their goals while growing your own business.
What you do best:
- Excellent people and problem-solving skills to build and maintain client relationships.
- Self-motivated with a desire to create your own schedule.
- Driven to provide strong planning and financial advice to help people achieve their life goals.
How you’ll succeed in this role:
- Leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.
- Create customized portfolios and wealth plans for clients using RBC's extensive investment and wealth management resources.
- Foster long-term relationships with clients and establish reciprocal relationships with RBC partners.
A few details about what we’re looking for:
- 4-6 years of outbound sales experience with a comfort level earning 100% commission.
- Completion of the Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam (RSE) or willingness to complete prior to start date.
- Passion for financial planning and portfolio management with strong relationship-building skills.
Nice to have:
- Experience in a direct marketing role, financial services, or high-value sales and business development.
- Completed certifications such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA).
What’s in it for you?
- Comprehensive Total Rewards package prioritizing overall well-being 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 with mentorship and career development programs.
- Supportive, inclusive culture and team celebrating diverse perspectives and backgrounds.