RBC Dominion Securities is seeking an Investment Advisor to build and manage long-term client relationships, focusing on high-net-worth individuals, families, business owners, and foundations. The role involves leveraging investment strategies to create customized wealth management and investment services, fostering multi-generational relationships, and collaborating with RBC partners to meet complex financial needs. The position offers the opportunity to run your own business with the backing of RBC's reputation.
Establish a client base of high-net-worth individuals, families, business owners, and foundations,Manage complex financial needs of clients,Leverage investment strategy to create customized wealth management and investment services,Foster trusted, often multi-generational, long-term relationships,Establish and maintain mutually beneficial relationships with RBC partners (e.g., Personal & Commercial Banking, Insurance),4-6 years of outbound sales experience,Comfortable earning 100% commission,Completed the Canadian Investment Regulatory Exam (CIRE) or will complete prior to start date,Self-motivated, with integrity and empathy,Commitment to a career as an Investment Advisor,Recognize the value of hard work and investment of time to build a successful business,Bilingualism (English and French) required
Experience in financial services or a direct marketing role (Nice-to-have),Demonstrated success in high-value sales and business development, regardless of industry/discipline (Nice-to-have),Financial planner diploma granted by the Institute of Financial Planning (Nice-to-have),Chartered Investment Manager (CIM) designation (Nice-to-have)
37.5 hours/week
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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