At RBC Dominion Securities, we have a simple philosophy – to treat our Investment Advisors just like clients, giving them full-time attention, helping them achieve their goals, and providing access to the wealth management services they need.
And it’s just one of the many advantages enjoyed by Investment Advisors at RBC Dominion Securities, Canada’s leading provider of wealth management services.
Whether you’re an established Investment Advisor or a professional such as an Accountant or Financial Planner thinking about a career change, we’d love to hear from you.
If you would like to have a confidential conversation regarding opportunities at the Woodstock Branch of RBC Dominion Securities, call Branch Manager John Goodbun at (519) 539-4015 or toll free at 1 (800) 265-9295 or email email@example.com.
The role of an Investment Advisor is to independently attract and manage the financial assets of affluent individuals, businesses and small institutions. Our Advisors provide comprehensive wealth management solutions and offer financial, retirement, insurance and estate planning advice.
Your responsibilities include the following:
- Provide investment services and advice to clients using RBC Dominion Securities products and services
- Build and maintain relationships with prospects and existing clients ensuring service excellence
- Refer potential clients to other areas of RBC when appropriate
- Implement investment and marketing strategies to build business with appropriate clients
RBC Dominion Securities is looking for people who demonstrate the following qualities:
- You are a High Achiever, competitive, responsible and have the proven ability to build and manage strong relationships
- You are a well-balanced individual who is pleasant and outgoing
- You are a person who is considered to be trusted by others
- You have the ability to make complex things appear simple
- You have strong prospecting and hunting skills to assist with the development of your own book of clients
To help you succeed we offer an outstanding training program along with top ranked research and investment products.
RBC Dominion Securities is Canada's leading full service investment firm.
The successful candidate will be a high-performing sales professional with a strong entrepreneurial spirit that is comfortable in a commissioned sales role.
As the successful candidate, you demonstrate the following:
- Successful completion of the CSC/CPH
- Proven success in sales and business development
- Entrepreneurial spirit in building a book of clients through various methods, such as networking, cold calling, prospecting, referrals, seminars etc.
- Self-motivated, highly disciplined and possess a strong work ethic
- Strong communication and presentation skills
If you are interested in becoming an investment advisor at DS, please email your cover letter and resume to branch manager, John Goodbun.
"We recognize that retaining and advancing women is important to the future growth of our business, and that it will help us provide a superior client experience. Therefore, it is a priority at RBC Dominion Securities to help women succeed, and make our firm a great place for them to run a successful and rewarding wealth management practice" —David Agnew, CEO, RBC Dominion Securities
Women in Wealth Management
RBC Dominion Securities is not a traditional ‘stock broker' firm. As our clients' needs have evolved, so has our business. Today's client wants and needs an advisor who can help plan their whole financial life.
This is a great time for women to consider a career in wealth management because the role extends far beyond making investment recommendations. Our advisors are wealth managers—in addition to managing investment portfolios they can also help their clients with complex family wealth issues and achieve important life and financial goals like protecting their income, starting a business, minimizing tax on family expenses, planning for retirement and leaving a legacy.
A Career at RBC Dominion Securities
There are many versions of success in our business, and with the support of RBC Dominion Securities you can build a business practice that fits your lifestyle and unique skill set. We focus on the client first –you have the freedom and flexibility to build a service model that meets your clients' individual needs. Backed by the strength of our industry-leading resources, both you and your client have the support to build a successful financial future.
As part of our ongoing commitment to the career success of women in our firm, RBC Dominion Securities has established a Women's Advisory Board with the goal of fostering an environment that supports and attracts women. The Board hosts regular business building conference calls, networking events and has established the first-of-its-kind national Annual Women in Wealth Management Symposium.
It takes hard work and personal initiative to build a successful practice, but with the support of your branch management team and the many resources available at RBC Dominion Securities, you can build a business that's right for you.
Here are some testimonials from women at DS:
“Over the last fifteen years I have seen an evolution in not only the way in which we manage our clients' wealth but also one that embraces the culture and provides the flexibility for women to build long term successful practices.” —Erica Tennenbaum, Branch Manager
“My experience as an advisor at RBC Dominion Securities has been excellent so far. The resources and support available to us in order to provide clients with complete financial advice is outstanding. I am pleased at the efforts put forth by RBC Dominion Securities, such as the Women's Advisory Board, to address unique issues facing our women clients, as well as providing a forum for women advisors to seek information and assistance in building a successful business while maintaining a fulfilling personal life as well.” —Clare Mackew, Investment Advisor
“Working at RBC Dominion Securities has allowed me to be the best that I can be. RBC Dominion Securities has supported my business vision, provided access to the best product line, provided solutions when needed through utilizing the tremendous knowledge throughout the firm, and most of all I have been treated at all times as a valuable individual in the firm.” —Sandra Nass, Investment Advisor
“I am fortunate to have been able to build a successful wealth management practice over the past 19 years, during which time I also married and started a family. The incredible resources and support at RBC Dominion Securities have contributed to my professional success, and the flexibility of this career enables me to be there for both my clients and for my family.” —Christine Morin-Higgs, Investment Advisor
“I love working at RBC DS. I am very proud of RBC and what they stand for. We are by far the largest financial institution in the country and as a result offer an extensive inventory. There is nothing we can't offer our clients!” —Kam Sahota, Investment Advisor
Please read about our competitive advantage:
Build your business with the support of Canada's leading
wealth management firm
Find out more at RBC DS Careers.