Careers at DS
At RBC Dominion Securities, Kamloops we are passionate about delivering valuable wealth management advice to help clients achieve their goals – all with exceptional client care. If you share our sentiments, contact us in strict confidence.
New Investment Advisors, RBC Dominion Securities
RBC Dominion Securities (DS), is a retail full-service brokerage firm offering customized wealth management solutions to clients whose primary goal is to build on and preserve their existing financial success. DS offers both non-discretionary and discretionary investment advisory services for over 500,000 clients across Canada, has over 1,300 professional Investment Advisors and Portfolio Managers and over $120 billion in assets under administration.
Do you have the skills it takes to be an Investment Advisor?
- Are you sales-oriented, self-motivated/managed?
- Do you thrive on interacting with people and know how to turn situations into "win-win" opportunities?
- Do you enjoy the challenges of seeking out new customers through associations in the community and referrals from previously satisfied customers?
- Do you know how to leverage the knowledge and experience of RBC Financial Group partners in order to build customer loyalty and trust.
The RBC Dominion Securities branch located in Kamloops, British Columbia is looking for both new and experienced Investment Advisors.
As an Investment Advisor, your role is to independently attract the financial assets of affluent individuals and small institutions. Working with the Kamloops team of highly sophisticated Investment Advisors, you will provide a wide range of investment vehicles and advisory services and offer financial, insurance and estate planning advice. You are self-assured, outgoing and confident when initiating contact with others. Along with having a strong sense of responsibility you are extremely self-motivated and have a strong work ethic.
Your responsibilities include:
Build and expand relationships with prospects and existing clients to ensure retention and service excellence.
Maintain ongoing marketing strategies to build business with appropriate clients while maintaining sales targets.
Refer potential clients to other areas of RBFG when appropriate.
Create and maintain investment strategies.
Provide investment services and advice to affluent clients using RBC Dominion Securities products and services.
We are looking for individuals with very strong prospecting and hunting skills to develop their own book of clients from scratch. This role is ideal for a high performing sales professional with a strong entrepreneurial spirit who is comfortable in a commissioned sales role.
**RBC Dominion Securities is committed to continuous education and provides extensive, industry-leading training for new and veteran Investment Advisors.*
Job Requirements (Knowledge/Experience):
Must have entrepreneurial spirit in building a book of clients through networking, cold calling, prospecting, referrals, seminars etc.
Strong communication and presentation skills.
Must be action oriented and results focused.
Preferred: Proven success in sales and business development.
Preferred: Completion of the CSC & CPH.
We value diversity in the workplace, are committed to Employment Equity and will provide reasonable workplace accommodation to applicants with disabilities. In support of our Employment Equity initiatives, individuals who consider themselves to be aboriginal, visible minorities, and/or persons with disabilities are encouraged to apply.
"Offering Investment Professionals the opportunity to attain their business goals thru a dedicated management team and access to the industries top global resources"