Investment Advisor
Role Overview
Investment Advisor with RBC Dominion Securities, supporting clients' financial goals through planning and investment advice.
The role focuses on building and managing a client base of high-net-worth individuals, families, and business owners.
Key Skills for This Role
Full Job Posting
Role overview
Investment Advisor with RBC Dominion Securities, supporting clients' financial goals through planning and investment advice.
The role focuses on building and managing a client base of high-net-worth individuals, families, and business owners.
Responsibilities
- Build a client base and manage clients' complex financial needs.
- Develop customized portfolios and wealth plans.
- Provide personalized advice and build long-term, often multigenerational client relationships.
- Maintain reciprocal relationships with RBC Personal and Commercial Banking and Insurance partners.
Requirements
- Have 4–6 years of outbound sales experience.
- Complete CIRE and RSE, or complete both before the start date.
- Demonstrate relationship-building and problem-solving skills.
- Show an interest in financial planning and portfolio management.
Preferred qualifications
- Direct marketing, financial services, high-value sales, or business-development experience is an asset.
- CFP, CIM, or CFA designation is an asset.
Compensation
- The posting describes a base salary and earning potential through commission and fees.
- The role is described as comfortable earning 100% commission; no compensation cadence is specified.
Work arrangements
- The posting mentions flexible work arrangements but does not specify a remote, hybrid, or onsite policy.
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