Investment Advisor

Royal Bank of Canada

Waterloo, Canada
Base salary to start; unlimited earning potential ...
Client relationship building
Outbound sales experience
Financial planning expertise
You can leverage RBC Dominion Securities’ strong brand to build a client base of high-net-worth individuals and manage their complex financial needs

Job Summary

  • You can leverage RBC Dominion Securities’ strong brand to build a client base of high-net-worth individuals and manage their complex financial needs.
  • The role offers autonomy to build and run your own business within the RBC brand, supported by resources, guidance, and a flexible environment.
  • RBC provides a comprehensive Total Rewards package prioritizing wellbeing, including flexible benefits, parental leave, and potential eligibility for the President's Club Program.

Matching Summary

You can leverage RBC Dominion Securities’ strong brand to build a client base of high-net-worth individuals and manage their complex financial needs.

Salary

Base salary to start; Unlimited earning potential through commission and fees; Comprehensive benefits including parental leave

Skills & Requirements

Must-have

  • Client relationship building
  • Outbound sales experience
  • Financial planning expertise
  • Commission-based compensation
  • Portfolio management skills
  • Problem-solving skills

Nice-to-have

  • Direct marketing experience
  • Business development success
  • Mentorship and career development
  • Inclusive and supportive culture
  • Flexible work arrangements

Key Requirements

  • 4-6 years outbound sales experience
  • Completed or will complete CIRE and RSE exams
  • Passion for financial planning
  • Strong relationship building skills
  • Certified Financial Planner (CFP) preferred
  • Chartered Investment Manager (CIM) preferred
  • Chartered Financial Analyst (CFA) preferred

Work Rights

Not specified

Tailored Resume

Cover Letter