Investment Advisor
Description
RBC Dominion Securities is seeking an Investment Advisor to build and manage long-term client relationships. The role involves establishing a client base of high-net-worth individuals, families, business owners, and foundations, managing their complex financial needs, and creating customized wealth management and investment services. The advisor will foster trusted, multi-generational relationships and maintain beneficial relationships with RBC partners.
What We're Looking For
Establish and manage a client base of high-net-worth individuals, families, business owners, and foundations.
Leverage investment strategy to create customized wealth management and investment services.
Foster trusted, multi-generational, long-term relationships through personalized service and advice.
Establish and maintain mutually beneficial relationships with RBC partners (e.g., Personal & Commercial Banking, Insurance).
Passion and open-mindedness.
4-6 years of outbound sales experience.
Comfortable earning 100% commission.
Completion of the Canadian Investment Regulatory Exam (CIRE) or prior to start date.
Self-motivated, with integrity and empathy.
Commitment to a career as an Investment Advisor.
Recognition of the value of hard work and investment of time to build a successful business.
Bilingualism (English and French) required.
Ideal Candidate
Completion of the Canadian Investment Regulatory Exam (CIRE) or prior to start date.
4-6 years of outbound sales experience.
Bilingualism (English and French).
Experience in financial services or a direct marketing role (Nice-to-have).
Demonstrated success in high-value sales and business development (Nice-to-have).
Financial planner diploma granted by the Institute of Financial Planning (Nice-to-have).
Chartered Investment Manager (CIM) designation (Nice-to-have).
Minimum Education
Not Specified (but requires CIRE and mentions financial planner diploma/CIM designation as nice-to-have)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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.
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