Investment Advisor
Hybrid · Toronto, Ontario, Canada
Job Summary
Investment Advisor role at RBC Dominion Securities in Toronto. Build and maintain client relationships with high-net-worth individuals, families, and business owners; develop customized portfolios and wealth plans; leverage RBC resources; establish reciprocal relationships with RBC partners to support clients’ financial needs; drive growth with autonomy within the RBC brand in a flexible, client-first environment. Requires 4-6 years of outbound sales experience and completion (or imminent completion) of CIRE and RSE exams. Nice-to-have qualifications include CFP, CIM, CFA; base salary with commissions and comprehensive benefits; 37.5 hours/week in a full-time, Canada-based role with flexible work arrangements.
Required Qualifications
- 4-6 years of outbound sales experience
- completion of the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE) or will complete prior to start date
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