Description
This role as an Investment Advisor at RBC Dominion Securities focuses on helping clients achieve their financial goals. It offers the opportunity to build and manage a business within RBC, leveraging the company's training, support, and resources. The advisor will focus on building client relationships, providing financial planning and advice, and creating customized portfolios and wealth plans.
What We're Looking For
Excellent people and problem-solving skills to build and maintain client relationships.,Self-starter with a drive to do meaningful work.,Ability to build a client base of high-net-worth individuals, families, and business owners.,Leverage RBC's investment and wealth management resources.,Foster trusted, long-term relationships through personalized service.,Establish and maintain reciprocal relationships with RBC partners.,4-6 years of outbound sales experience.,Comfortable earning 100% commission.,Passion for financial planning and interest in portfolio management.,Strong relationship building skills.
Ideal Candidate
Completed the Canadian Investment Regulatory Exam (CIRE) or will prior to start date.,Completed the Retail Securities Exam (RSE) or will prior to start date.,Experience in direct marketing, financial services, and high-value sales/business development (nice to have).,Certified Financial Planner (CFP) (nice to have).,Chartered Investment Manager (CIM) (nice to have).,Chartered Financial Analyst (CFA) (nice to have).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Comfortable earning 100% commission.
Also Available At
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.