Investment Advisor

RBC•Burlington, ON

1d•Onsite

About The Position

As an Investment Advisor at RBC Dominion Securities, you will help clients reach their goals while building your own business. RBC provides the training, support, and resources needed for your career and life. You will leverage RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners, managing their complex financial needs. You will utilize RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans. Fostering trusted, long-term relationships through personalized service and advice is key. You will also establish and maintain relationships with RBC partners to ensure 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 using excellent people and problem-solving skills.
Build a client base of high-net-worth individuals, families, and business owners.
Manage complex financial needs of clients.
Create customized portfolios and wealth plans for clients.
Foster trusted, 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.