Full-Time

On-Site

Investment Advisor

RRoyal Bank of Canada 90 Sparks St, OTTAWA, ON0

Description

The role of an Investment Advisor at RBC Dominion Securities involves building and managing a client base of high-net-worth individuals, families, and business owners. The advisor will provide financial planning and advice, create customized portfolios, and foster long-term relationships using RBC's extensive investment and wealth management resources. It's an entrepreneurial role within the RBC brand, with support and resources provided.

What We're Looking For

Excellent people and problem-solving skills to build and maintain client relationships.,Self-starter with a drive to help people reach financial goals.,Ability to leverage RBC's brand and resources to build a client base and manage complex financial needs.,Foster trusted, often multi-generational, long-term relationships.,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).

Hard Skills

Business Performance

Critical Thinking

Decision Making

External Clients

Finance Strategy

High Net Worth Individuals

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Investments

Private Banking

Product Services

Sales

Wealth Management

Soft Skills

Excellent people skills

problem-solving skills

self-starter

driven

strong relationship building skills

ability to connect with all types of individuals

interpersonal relationships

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards packages

flexible and modern benefits (including parental leave)

base salary to get started

unlimited earning potential through commission and fees

autonomy to build and run own business

potential to qualify for the prestigious President's Club Program

mentorship and career development programs

supportive and inclusive culture and team

flexible work arrangements

Special Commitments

Comfortable earning 100% commission

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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