Full-Time

On-Site

Investment Advisor

RRoyal Bank of Canada 200 Bay Street, Toronto, Ontario0

Description

This role at RBC Dominion Securities involves helping high-net-worth clients, families, and business owners achieve their financial goals. It requires building and managing client relationships, leveraging RBC's investment and wealth management resources to create customized portfolios and wealth plans, fostering long-term relationships, and collaborating with RBC partners. The position offers autonomy to build and run one's own business within the RBC brand, with support and guidance.

What We're Looking For

Build and maintain client relationships,Be a self-starter who drives their own day,Provide strong planning and financial advice to help clients reach life goals,Build a client base of high-net-worth individuals, families, and business owners and manage their complex financial needs,Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans,Foster trusted, often multi-generational, long-term relationships using personalized service and advice,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 complete 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 proven 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

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Soft Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

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 and unlimited earning potential through commission and fees

autonomy to build and run your own business within the RBC brand

potential to qualify for the prestigious President's Club Program

mentorship and career development programs

supportive and inclusive culture

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

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