Investment Advisor

RBCMontreal, QC
Onsite

About The Position

RBC Dominion Securities is seeking individuals interested in becoming Investment Advisors. This opportunity is for those who excel at building and managing long-term client relationships and are interested in running their own business with the security and reputation of RBC. The role focuses on helping clients achieve their financial dreams and alleviating their financial fears, leading to a fulfilling career by shaping one's own path within wealth management.

Requirements

  • We seek passionate, open-minded individuals with a wide range of academic backgrounds, work experiences, perspectives, thinking styles, and expertise
  • You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
  • You have completed the Canadian Investment Regulatory Exam (CIRE) or will prior to your start date
  • You are self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor
  • You recognize the value of hard work and investment of time to build a successful business
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs

Nice To Haves

  • Experience in financial services or a direct marketing role
  • Demonstrated success in high-value sales and business development, regardless of industry/discipline
  • Financial planner diploma granted by the Institute of Financial Planning, Chartered Investment Manager (CIM) designation, etc.

Responsibilities

  • Establish a client base of high-net-worth individuals, families, business owners, and foundations and manage their complex financial needs
  • Leverage your investment strategy to create customized wealth management and investment services for your clients
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice
  • Establish and maintain mutually beneficial relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.

Benefits

  • Base salary to get you started
  • Unlimited earning potential and full benefits
  • Autonomy to build and run your own business, in a flexible environment
  • Programs designed to support you, including mentorship, parental leave, and development
  • Management focused on helping you grow
  • Investment solutions backed by top-ranked research

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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

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