Investment Advisor

RBC • Sarnia, ON

8d • Hybrid

About The Position

As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to build and grow your own business by helping clients achieve their financial goals. The role involves leveraging RBC's strong brand, reputation, and extensive investment and wealth management resources to serve a client base of high-net-worth individuals, families, and business owners. You will be responsible for managing complex financial needs, creating customized portfolios and wealth plans, and fostering trusted, multi-generational, long-term relationships through personalized service and advice. Additionally, you will establish and maintain reciprocal relationships with other RBC partners, such as Personal & Commercial Banking and Insurance, to ensure comprehensive financial support for your clients. This position offers autonomy to build and run your business within the RBC framework, supported by guidance and a flexible environment.

Requirements

• 4-6 years of outbound sales experience and are comfortable earning 100% commission
• Completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to your start date
• A 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 Haves

• Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline
• Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Responsibilities

• Build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs
• Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients
• 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 to ensure your clients are supported in all aspects of their financial lives

Benefits

• A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave
• Base salary to get you started and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment
• Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years
• Leaders who are invested in your success, including mentorship and career development programs
• A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day
• Flexible work arrangements and leaders who support your needs—both personal and professional

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees