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.
Key responsibilities include:
- Building and maintaining client relationships
- Creating customized portfolios and wealth plans
- Establishing and maintaining reciprocal relationships with RBC partners
- Providing strong planning and financial advice
Requirements:
- 4-6 years of outbound sales experience
- Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
- Passion for financial planning and portfolio management
- Strong relationship-building skills
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 include:
- Comprehensive Total Rewards package
- Base salary and unlimited earning potential through commission and fees
- Autonomy to build and run your own business
- Potential to qualify for the President's Club Program
- Flexible work arrangements and supportive culture