Investment Advisor

Royal Bank of Canada•Montreal, QC

8d•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 a fulfilling career by becoming an Investment Advisor. The role involves establishing a client base of high-net-worth individuals, families, business owners, and foundations, and managing their complex financial needs. You will leverage your investment strategy to create customized wealth management and investment services, foster trusted, multi-generational, long-term relationships through personalized service and advice, and establish and maintain mutually beneficial relationships with RBC partners.

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.