Full-Time

On-Site

Investment Advisor

RRoyal Bank of Canada 205 Commercial St, NANAIMO, BC0

Description

The Investment Advisor role at RBC Dominion Securities focuses on helping clients achieve their financial objectives. Responsibilities include building and managing a client base of high-net-worth individuals, families, and business owners, utilizing RBC's extensive investment and wealth management resources to develop customized portfolios and wealth plans. The advisor is expected to cultivate long-term, multi-generational relationships and collaborate with RBC partners to ensure comprehensive financial support for clients.

What We're Looking For

Build and maintain strong client relationships,Be a self-starter with a proactive approach,Driven to provide meaningful financial planning and advice to help clients achieve life goals,Leverage RBC Dominion Securities' brand and reputation to attract and manage complex financial needs of high-net-worth clients,Utilize RBC's investment and wealth management resources to create tailored portfolios and wealth plans,Foster trusted, often multi-generational, long-term relationships through personalized service,Establish and maintain reciprocal relationships with RBC partners (e.g., Personal & Commercial Banking, Insurance) to support clients' full financial lives

Ideal Candidate

4-6 years of outbound sales experience and comfort earning 100% commission,Completed the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE), or commitment to complete prior to start date,Passion for financial planning and a 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, or proven success in high-value sales/business development,Nice to have: Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) designations

Hard Skills

Client Counseling

Critical Thinking

Decision Making

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Outbound Sales

Portfolio Management

Financial Planning

Soft Skills

Interpersonal Relationship Management

Interpersonal Relationships

Relationship Building

Problem-solving skills

Self-starter

Client Advice

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards package

Flexible and modern benefits (including parental leave)

Base salary with unlimited earning potential through commission and fees

Autonomy to build and run own business within RBC brand

Potential to qualify for the prestigious President's Club Program

Mentorship and career development programs

Supportive, inclusive culture and team

Flexible work arrangements

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

View all jobs at Royal Bank of Canada

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