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Investment Advisor

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RBC

12d ago

  • Job
    Full-time
    Mid & Senior Level
  • Sales & Business Development
    Banking & Finance
  • Richmond Hill
  • 11d left

AI generated summary

  • You need 4-6 years in outbound sales, completed CSC, strong relationship skills, and success in high-value sales. CPH, PFP, CIM, or CFA are also necessary. Passion for financial planning is essential.
  • You will build strong client relationships, create customized wealth plans using RBC resources, and collaborate with partners to address clients' comprehensive financial needs.

Requirements

  • You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
  • You have completed the Canadian Securities Course (CSC) or will prior to your start date
  • You have a passion for financial planning and a keen interest in portfolio management
  • You have strong relationship building skills and an ability to connect with all types of individuals
  • Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Responsibilities

  • 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.

FAQs

What is the employment type for the Investment Advisor position?

The employment type for the Investment Advisor position is full-time.

What is the commission structure for this role?

The Investment Advisor role offers unlimited earning potential through commission and fees, with a base salary to get you started.

What qualifications are required for this position?

Candidates should have 4-6 years of outbound sales experience and must have completed the Canadian Securities Course (CSC) prior to starting.

Is prior experience in financial services required?

While not strictly required, experience in financial services, high-value sales, and business development is considered a nice-to-have.

What resources will be available to help grow the business?

You will have access to RBC Dominion Securities' strong brand, extensive investment and wealth management resources, and mentorship programs.

What kind of client base will I be working with?

You will be building a client base of high-net-worth individuals, families, and business owners.

Is mentorship provided for new hires?

Yes, leaders at RBC are invested in your success and provide mentorship and career development programs.

What is the location of the job?

The Investment Advisor position is located at 260 East Beaver Creek Rd, Richmond Hill, Canada.

What is the application deadline for this position?

The application deadline for this position is February 19, 2025.

Does RBC support diversity and inclusion in the workplace?

Yes, RBC is committed to embracing diversity and inclusion for innovation and growth and aims to build inclusive teams and an equitable workplace.

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Mission & Purpose

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 88,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.