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Investment Advisor

Investment Advisor

RBC - Royal BankBarrie, ON
30+ days ago
Salary
CA$60,000.00–CA$75,000.00 yearly
Job description

Job Summary

Job Description

Your Path can lead to RBC

Do you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?

RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears.

See how shaping your own path can lead to a fulfilling career by exploring the opportunity to become an Investment Advisor with us!

What will you do?

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 reciprocal relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.

Here is what we are looking for :

We seek passionate, open-minded individuals with a wide range of academic backgrounds, work experiences, perspectives, thinking styles, and expertise.

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 are self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor

You recognize the value of hard work and investment of time to build a successful business

You have excellent communications skills

Nice to have as you start the Investment Advisor journey?

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), and Chartered Investment Manager (CIM)

What's in it for you?

Base salary to get you started

Unlimited earning potential and 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

Job Skills

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services