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Investment Advisor

RRoyal Bank of Canada
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Description

As an Investment Advisor at RBC Dominion Securities, you will help clients achieve their financial goals. This role is ideal for self-starters with strong people and problem-solving skills who are passionate about financial planning. You will build and manage a client base of high-net-worth individuals, families, and business owners, leveraging RBC's resources to create customized portfolios and wealth plans, while fostering long-term relationships.

What We're Looking For

Build and maintain client relationships using excellent people and problem-solving skills.,Be a self-starter, driven to help people reach life goals through financial planning and advice.,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.,Establish and maintain reciprocal relationships with RBC partners (Personal & Commercial Banking, Insurance).

Ideal Candidate

4-6 years of outbound sales experience and 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 ability to connect with all types of individuals.,Nice to have: Experience in direct marketing, financial services, and proven success in high-value sales and business development.,Nice to have: Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

Hard Skills

Investment Banking
Investment Consulting
Investment Management
Private Banking
Product Services

Soft Skills

Client Counseling
Critical Thinking
Decision Making
Interpersonal Relationship Management
Interpersonal Relationships
Relationship Building
Problem-solving
Self-starter

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards packages
flexible and modern benefits including parental leave
base salary with unlimited earning potential through commission and fees
autonomy to build and run own business
potential to qualify for President's Club Program
mentorship and career development programs
supportive and inclusive culture
flexible work arrangements.

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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