Search jobs > Winnipeg, MB > Investment advisor

Investment Advisor

Royal Bank of Canada>
WINNIPEG, Canada
Full-time

Job Summary

Job Description

Grow your business, your way with RBC

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!

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)

What’s in it for you?

Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.

  • A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave
  • Base salary to get you started and unlimited earning potential through commission and fees.
  • Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.
  • Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
  • Leaders who are invested in your success, including mentorship and career development programs.
  • A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.
  • Flexible work arrangements and leaders who support your needs both personal and professional

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address :

201 PORTAGE AVE : WINNIPEG

City : WINNIPEG

WINNIPEG

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform : WEALTH MANAGEMENT

WEALTH MANAGEMENT

Job Type : Regular

Regular

Pay Type : Commission

Commission

Posted Date : 2024-09-05

2024-09-05

Application Deadline :

2024-12-04

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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 .

9 days ago
Related jobs
RBC - Royal Bank
Winnipeg, Manitoba

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services. As an Investment Advisor at RBC Dominion Securities, you can help your clients reac...

0000050599 RBC Dominion Securities Inc.
Winnipeg, Manitoba

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services. As an Investment Advisor at RBC Dominion Securities, you can help your clients reac...

Royal Bank of Canada>
Winnipeg, Manitoba

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services. As an Investment Advisor at RBC Dominion Securities, you can help your clien...

Promoted
western financial
Winnipeg, Manitoba

Analyst or Underwriter position an asset. For over 20 years, supporting our local communities has been a part of everything we do - it's engrained in our culture though the Western Financial Group Communities Foundation. ...

Promoted
Local Financial Firm Hiring Associate Advisor
Winnipeg, Manitoba

As an associate, you serve a Senior Financial Advisor with a diverse client base helping them achieve their goals in life and finances. This role is a chance to join an established, growing Western Canadian financial planning firm. Experience in the wealth advisor industry. Financial Planner or any ...

AO Globe Life
CA
Remote

We’re not just about selling life insurance; we’re about transforming lives—including your own. YOU! Your Role at AO Globe Life: Build Meaningful Relationships: Work closely with clients to provide personalized life insurance solutions. ...

Sahib Truck & Trailer Repair Ltd
Winnipeg, Manitoba

Secondary (high) school graduation certificate.Schedule and confirm appointments.Answer telephone and relay telephone calls and messages.Compile data, statistics and other information.Order office supplies and maintain inventory.Greet people and direct them to contacts or service areas.Type and proo...

KPMG
Canada, Canada

Senior Accountants to join its dynamic team. ...

University of Manitoba
Winnipeg, Manitoba

Job OpeningaLocation :Expected Start Date :Full Time :Permanent :Posting End Date :Job Description :Senior Financial Analyst - Administrative Assistant 3 (AESES)Existing Budget-Funded Continuing Full-Time 35. For more information, please contact:Carla Buchanan, Director, Financial Reporting@ :- Prep...

Smith+Nephew
CAN

Reporting to the Regional Sales Manager, the Associate Account Manager is accountable for the management and growth of the defined business categories within the ASD Business Unit in the assigned territory. Coordinates and liaises with Account Managers, Territory Managers and other Smith & Nephew bu...