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Investment Advisor

RRoyal Bank of Canada
Royal Bank of Canada - CALGARY,Royal Bank of Canada - Saskatoon,Toronto, Canada,Royal Bank of Canada - Edmonton,Royal Bank of Canada - Halifax,Royal Bank of Canada - Regina,Royal Bank of Canada - London,Royal Bank of Canada - North Bay,Royal Bank of Canada - Timmins,Royal Bank of Canada - Kelowna,Royal Bank of Canada - VANCOUVER
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Description

As an Investment Advisor at RBC Dominion Securities, you will help clients achieve their financial goals and build your own business with the support of RBC. This role involves building and maintaining strong client relationships, providing financial advice and planning, and creating customized investment portfolios. The position is for a self-starter who is driven to help people reach their life goals.

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, often multi-generational, long-term relationships using personalized service and advice.,Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance.

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 prior to start date,Passion for financial planning and a keen interest in portfolio management,Strong relationship building skills and an ability to connect with all types of individuals,Nice to have: Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline,Nice to have: Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Minimum Education

Professional Certifications/Exams Required (CIRE, RSE); Preferred (CFP, CIM, CFA)

Hard Skills

Client Counseling
Critical Thinking
Decision Making
Interpersonal Relationship Management
Interpersonal Relationships
Investment Banking
Investment Consulting
Investment Management
Private Banking
Product Services

Soft Skills

Excellent people skills
Problem-solving skills
Self-starter
Driven
Relationship building skills
Connecting with individuals

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards packages
Flexible and modern benefits (including parental leave)
Autonomy to build and run own business
Potential to qualify for President's Club Program
Leaders invested in success (mentorship and career development)
Supportive and inclusive culture
Flexible work arrangements

Special Commitments

Must be comfortable earning 100% commission

Also Available At

About the Company

R

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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