Investment Advisor
Role Overview
Investment Advisor with RBC Dominion Securities, building a practice and helping clients pursue their financial goals.
Serve high-net-worth individuals, families, and business owners with complex financial needs.
Key Skills for This Role
Full Job Posting
Role overview
Investment Advisor with RBC Dominion Securities, building a practice and helping clients pursue their financial goals.
Serve high-net-worth individuals, families, and business owners with complex financial needs.
Responsibilities
- Build a client base and manage complex client financial needs.
- Use investment and wealth management resources to create customized portfolios and wealth plans.
- Provide personalized advice and foster trusted, long-term, often multigenerational relationships.
- Partner with personal and commercial banking and insurance colleagues to support clients across their financial lives.
- Build and run an advisory business under the RBC brand.
Qualifications
- Four to six years of outbound sales experience; comfortable earning 100% commission.
- Complete the Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE) before the start date, if not already completed.
- Passion for financial planning and keen interest in portfolio management.
- Strong relationship-building skills and ability to connect with a range of individuals.
- Direct marketing or financial services experience and success in high-value sales and business development are advantageous.
- CFP, CIM, and CFA designations are nice to have.
Compensation
- Compensation includes a base salary and earning potential through commission and fees; no pay cadence is stated.
Work arrangement
- The posting describes a flexible work environment and flexible work arrangements without specifying a remote, hybrid, or onsite policy.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at RBC Dominion Securities
Direct Investing Senior Relationship Manager, Royal Distinction
Victoria, CAN
RBC Direct Investing is seeking a Senior Relationship Manager to retain and grow relationships with high- and ultra-high-net-worth clients. The role combines specialized client support, partner referrals, business develo
Associate
Oakville, CAN
RBC Dominion Securities is looking for an Associate to help maintain and grow an Investment Advisor’s business through professional client service and account support. Candidates need at least one year of investment-fiel
Associate
Guelph, CAN
RBC Dominion Securities’ Elinesky Schuett Private Wealth team is seeking an associate to support client service, account administration, and wealth management operations. The role requires at least three years of associa
Investment Advisor
Richmond Hill, CAN
RBC is seeking an Investment Advisor to build a client base and provide high-net-worth clients with personalized financial advice, wealth plans, and portfolios. Candidates need 4–6 years of outbound sales experience and
Program Manager, New Branch Manager Training
Toronto, CAN
RBC Dominion Securities is seeking a Program Manager to design and deliver training for Branch Managers and Associate Branch Managers across wealth management. The role leads curriculum development, facilitation, coachin
Direct Investing Senior Relationship Manager, Royal Distinction
Victoria, CAN
Associate
Oakville, CAN
Associate
Guelph, CAN
Investment Advisor
Richmond Hill, CAN
Program Manager, New Branch Manager Training
Toronto, CAN
Associate Wealth Advisor
Gatineau, CAN
Associate
Montréal, CAN
Client Service Associate
Montréal, CAN