Investment Advisor

Royal Bank of Canada•Sarnia, ON

9d•Hybrid

About The Position

As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours! What you do best: You have excellent people and problem-solving skills that help you build and maintain client relationships. You’re a self-starter – someone who wants to make their day their own. You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice. How you’ll succeed in this role: Lean on RBC Dominion Securities’ strong brand and reputation to 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.

Requirements

4-6 years of outbound sales experience.
Comfortable earning 100% commission.
Completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to your start date.
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.
Experience in financial services.
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 and maintain client relationships.
Provide strong planning and financial advice to help people reach their life goals.
Build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Create customized portfolios and wealth plans for clients using RBC's investment and wealth management resources.
Foster trusted, long-term relationships using personalized service and advice.
Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance.

Benefits

Comprehensive Total Rewards package that prioritizes overall wellbeing.
Flexible and modern benefits.
Parental leave.
Base salary to get you started.
Unlimited earning potential through commission and fees.
Autonomy to build and run your own business within the RBC brand.
Leverage RBC 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.
Mentorship and career development programs.
Supportive, inclusive culture and team.
Flexible work arrangements.