Full-Time

Hybrid

Investment Advisor

RRoyal Bank of Canada 3900, 888 – 3rd Street SW, CALGARY, AB0

Description

As an Investment Advisor at RBC Dominion Securities, you will help clients achieve their financial goals while building your own business with the support and resources of RBC. This role is ideal for self-starters with excellent people and problem-solving skills, who are driven to provide meaningful financial planning and advice to help individuals reach their life goals. You will build and manage a client base of high-net-worth individuals, families, and business owners, creating customized portfolios and wealth plans using RBC's extensive resources. Success involves fostering long-term relationships and collaborating with RBC partners to provide comprehensive financial support to clients.

What We're Looking For

Build a client base of high-net-worth individuals, families, and business owners and manage their complex financial needs.,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 ensure clients are supported across all financial aspects.

Ideal Candidate

4-6 years of outbound sales experience.,Comfortable earning 100% commission.,Completed the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE) or will 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: Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and/or Chartered Financial Analyst (CFA).

Hard Skills

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

Financial Planning

Portfolio Management

Sales

Business Development

Certified Financial Planner (CFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Soft Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Interpersonal Relationships

People skills

Problem-solving

Self-starter

Relationship building

Driven

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards package with flexible and modern benefits, including parental leave.

Base salary to get started and unlimited earning potential through commission and fees.

Autonomy to build and run your own business within the RBC brand with resources and guidance.

Potential to qualify for the prestigious President's Club Program.

Leadership investment in success, including mentorship and career development programs.

Supportive, inclusive culture and team with flexible work arrangements.

Special Commitments

Must be 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

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