Investment Advisor

Investment Advisor

Job Overview

Location
Vancouver, British Columbia
Job Type
Full Time Job
Job ID
57388
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
373

Job Description

What will you do?

  • Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs
  • Leverage your investment strategy to create  customized wealth management and investment services for your clients
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice
  • Establish and maintain mutually beneficial relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.

 

 

Here is what we are looking for:

We seek passionate, open-minded individuals with a wide range of academic backgrounds, work experiences, perspectives, thinking styles, and expertise.

  • 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 are self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor
  • You recognize the value of hard work and investment of time to build a successful business
  • You have excellent communications skills

 

 

Nice to have as you start the Investment Advisor journey?

  • Experience in financial services or direct marketing role
  • Demonstrated success in high value sales and business development, regardless of industry/discipline
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM)

 

 

What’s in it for you?

  • Base salary to get you started
  • Unlimited earning potential and full benefits
  • Autonomy to build and run your own business, in a flexible environment
  • Programs designed to support you including mentorship, parental leave and development
  • Management focused on helping you grow
  • Investment solutions backed by top-ranked research

Job ID: 57388

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