Investment Advisor- EN

Résumé du poste

You will establish and manage a client base of high-net-worth individuals and families while providing customized wealth management and investment services. Additionally, you will foster long-term relationships and collaborate with internal RBC partners to deliver comprehensive financial advice.

Détails du poste

Job Description What is the opportunity? 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 mutually beneficial relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc. What do you need to succeed? Must-have 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 Investment Regulatory Exam (CIRE) 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 Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs Nice-to-have Experience in financial services or a direct marketing role Demonstrated success in high-value sales and business development, regardless of industry/discipline Financial planner diploma granted by the Institute of Financial Planning, Chartered Investment Manager (CIM) designation, etc. What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. 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 Additional Job Details Address: 1501 AV MCGILL COLLEGE:MONTRÉAL City: Montréal Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Commission Posted Date: 2026-08-03 Application Deadline: 2026-09-28 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Ce que vous ferez

You will establish and manage a client base of high-net-worth individuals and families while providing customized wealth management and investment services. Additionally, you will foster long-term relationships and collaborate with internal RBC partners to deliver comprehensive financial advice.

Exigences

Candidates must have 4-6 years of outbound sales experience and possess the Canadian Investment Regulatory Exam (CIRE) certification. Proficiency in both English and French is mandatory for this role.

Avantages

• Full benefits • Mentorship • Parental leave • Professional development

Compétences indiquées

• Communication · Souhaitée
• Financial planning · Souhaitée
• Client Relationship Management · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Outbound sales
• Wealth management
• Investment strategy
• Client relationship management
• Financial planning
• Business development
• Bilingualism
• Communication
• Empathy
• Integrity

Domaines d’emploi

• Finance & Accounting
• Sales
• Management & Leadership