Overview
Investment Advisor Jobs in Burnaby, Canada at 0000050599 RBC Dominion Securities Inc.
Job Description
Responsibilities
- 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
- 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 RBC’s 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.
Requirements
- 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 complete it 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).
Benefits
- A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
Job Skills
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.
#J-18808-Ljbffr
Title: Investment Advisor
Company: 0000050599 RBC Dominion Securities Inc.
Location: Burnaby, Canada
Category:
