Investment Advisor, Dominion Securities

RBC Centura   •  

Owen Sound, ON

5 - 7 years

Posted 184 days ago

What will you do?

  • Initiate, develop, and foster a network of successful individuals, families, and business owners, with the goal to ultimately manage their family wealth, while seeking out new clients through referrals
  • Build and develop your client base, as you manage and grow their portfolio from scratch, selecting the most appropriate investment solutions to meet their financial plans and goals
  • Identify clients that need and want you to create a customized wealth management and investment management plan to meet their individual needs
  • Build trusted, often multi-generational, relationships with business owners, individuals, families, charities, and foundations, based on personalized services and advice
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.

What do you need to succeed?

Must-have:

  • 4-6 years of outbound sales experience, preferably in the investment/financial services industry
  • The passion and entrepreneurial mindset to influence clients to understand our RBC Dominion Securities offerings and build a book of clients, primarily  through networking, cold calling, prospecting referrals, seminars, etc.
  • Completion of the Canadian Securities Course (CSC) or willingness to complete prior to your start date
  • Self-motivated, a strong work ethic and commitment to a career as an Investment Advisor
  • Recognition of the value of hard work and investing time to  build a successful business

Nice-to-have:

  • Experience in a direct marketing role, and proven success in high value sales and business development, regardless of industry/discipline
  • Completion of Conduct and Practices Handbook (CPH),  Personal Financial Planner (PFP), and Chartered Investment Manager (CIM)

Req ID:  160460