Investment Advisor

RBC • Montreal, QC

7d • Onsite

About The Position

RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears. This opportunity allows you to shape your own path and build your own business with the security and reputation of RBC backing you. You will establish a client base of high-net-worth individuals, families, business owners, and foundations, managing their complex financial needs. Leveraging your investment strategy, you will create customized wealth management and investment services for your clients, fostering trusted, long-term relationships through personalized service and advice. You will also establish and maintain mutually beneficial relationships with RBC partners such as Personal & Commercial Banking and Insurance.

Requirements

• Passionate, open-minded individuals with a wide range of academic backgrounds, work experiences, perspectives, thinking styles, and expertise.
• 4-6 years of outbound sales experience and are comfortable earning 100% commission.
• Completed the Canadian Investment Regulatory Exam (CIRE) or will prior to your start date.
• Self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor.
• Recognize the value of hard work and investment of time to build a successful business.
• Bilingualism (English and French) required.

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed