Full-Time

On-Site

Investment Advisor

RRoyal Bank of Canada 3030 Mainway, Burlington, ON0

Description

As an Investment Advisor at RBC Dominion Securities, you will help clients achieve their financial goals. This role offers the opportunity to build your own business with the support and resources of RBC. The ideal candidate possesses strong people and problem-solving skills, is a self-starter, and is driven to provide meaningful financial advice and planning. You will build a client base of high-net-worth individuals, families, and business owners, managing complex financial needs and creating customized portfolios and wealth plans by leveraging RBC's extensive resources. The role involves fostering long-term, trusted relationships and collaborating with RBC partners to ensure comprehensive client support.

What We're Looking For

Build a client base of high-net-worth individuals, families, and business owners.,Manage complex financial needs of clients.,Leverage RBC's investment and wealth management resources to create customized portfolios and wealth plans.,Foster trusted, multi-generational, long-term relationships through personalized service and advice.,Establish and maintain reciprocal relationships with RBC partners (e.g., Personal & Commercial Banking, Insurance) to support clients in all financial aspects.

Ideal Candidate

4-6 years of outbound sales experience and comfort with 100% commission-based earnings.,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 keen interest in portfolio management.,Strong relationship-building skills and ability to connect with diverse individuals.,Nice to have: Experience in direct marketing, financial services, and demonstrated success in high-value sales and business development.,Nice to have: Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and/or Chartered Financial Analyst (CFA) designations.

Hard Skills

Client Counseling

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Outbound Sales

Financial Planning

Portfolio Management

Soft Skills

People Skills

Problem-solving Skills

Self-starter

Relationship Building

Connecting with all types of individuals

Critical Thinking

Decision Making

Interpersonal Relationship Management

Interpersonal Relationships

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards package

Flexible and modern benefits (including parental leave)

Base salary to start

Unlimited earning potential through commission and fees

Autonomy to build and run own business within RBC brand

Flexible environment/work arrangements

Potential to qualify for President's Club Program

Mentorship and career development programs

Supportive and inclusive culture and team

Special Commitments

Comfortable earning 100% commission.

About the Company

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven

Inclusive

Innovative

Collaborative

Professional

View all jobs at Royal Bank of Canada

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