Job Details
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Job Title:
Investment Advisor (Various locations: Toronto, Oshawa, Newmarket, Richmond Hill, Vaughan, Collingwood)
Date Posted:
03/06/25
Ref. Number:
154
Type:
Full Time
Part Time
Location:
Toronto
Requirements:
What you do best: You have excellent people and problem-solving skills that help you build and maintain client relationships. You’re a self-starter – someone who wants to make their day their own. You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice. How you’ll succeed in this role: 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. A few details about what we’re looking for: 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.
Nice to have:
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)
Description:
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours!
Hours per week:
37.5
Rate of Pay: