Investment Advisor

About the role

RBC Dominion Securities is hiring an Investment Advisor in Toronto to help clients reach their financial goals. You will build and manage a client base of high-net-worth individuals, families and business owners, creating customized portfolios and wealth plans. The role is full time, with 37.5 hours per week, and you earn 100% commission.

Key responsibilities

• Build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
• Create customized portfolios and wealth plans using RBC's investment and wealth management resources.
• Foster long-term, often multi-generational relationships through personalized service and advice.
• Maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance.

Required profile

• 4-6 years of outbound sales experience, comfortable earning 100% commission.
• Completed the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE), or will complete them before the start date.
• Passion for financial planning and interest in portfolio management.
• Nice to have: direct marketing experience, success in high-value sales and business development, and completion of the CFP, CIM or CFA.

Required skills

• Client counseling and relationship building
• Critical thinking, decision making and interpersonal skills
• Investment consulting and private banking

What we offer

• A base salary with unlimited earning potential through commission and fees.
• Total rewards package with flexible benefits, including parental leave.
• Autonomy to build and run your own business within the RBC brand.
• Potential to qualify for the President's Club Program in your first 4 years.
• Mentorship, career development programs and flexible work arrangements.