Investment Advisor at Dr Bill RBC Ventures

Montreal, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

0.0

Posted On

20 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Investment Strategy, Outbound Sales, Client Relationship Management, Financial Planning, Business Development, High-Net-Worth Client Management, Bilingualism (English/French)

Industry

Banking

Description

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: 2026-04-24 Application Deadline: 2026-07-20 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 Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.

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Responsibilities

Establish and manage a client base of high-net-worth individuals and organizations to provide customized wealth management services. Foster long-term relationships and collaborate with internal RBC partners to meet complex financial needs.