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Investment Advisor

  • Montreal, QC, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Job details

Job type
Full-time
Closing date
Experience
You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
Posting language
English
Posted

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Original job description

Archived listing. The details below describe a past opening.

Job Description

What is the opportunity?

Do you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears. See how shaping your own path can lead to a fulfilling career by exploring the opportunity to become an Investment Advisor with us!

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.

What do you need to succeed?
Must-have

  • 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 Investment Regulatory Exam (CIRE) 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
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs

Nice-to-have

  • Experience in financial services or a direct marketing role
  • Demonstrated success in high-value sales and business development, regardless of industry/discipline
  • Financial planner diploma granted by the Institute of Financial Planning, Chartered Investment Manager (CIM) designation, etc.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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 Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-07-31

Application Deadline:

2026-09-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

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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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

More about this job

Responsibilities

The Investment Advisor will establish and manage a client base of high-net-worth individuals and families while providing customized wealth management and investment services. They are responsible for fostering long-term, multi-generational relationships and collaborating with internal RBC partners to meet complex financial needs.

Requirements

Candidates must have 4-6 years of outbound sales experience and possess the Canadian Investment Regulatory Exam (CIRE) certification. Proficiency in both English and French is required to serve clients and collaborate with partners across Canada.

Skills

  • Wealth management
  • Investment strategy
  • Outbound sales
  • Business development
  • Financial planning
  • Bilingualism
  • Communication
  • Networking
  • Financial analysis

Benefits

  • Full benefits
  • Mentorship
  • Parental leave
  • Professional development

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Sales
  • Management & Leadership

Keywords

  • Investment Advisor
  • Wealth Management
  • RBC Dominion Securities
  • High-net-worth
  • Outbound Sales
  • CIRE
  • CIM
  • Financial Planning
  • Business Development
  • Commission
  • Bilingual
  • Investment Strategy
  • Client Relationships
  • Financial Services
  • Direct Marketing
  • Portfolio Management
  • Financial Advisor
  • Banking
  • Insurance
  • Investment Solutions

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