At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning…
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At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
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RBC Dominion Securities Inc.
5+ ansCandidates need the Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE), at least 5 years of industry experience managing portfolios and clients, and excellent English communication skills. Microsoft Office proficiency is also required.
Microsoft Office Suite
RBC Dominion Securities Inc.
5+ ansCandidates need the CIRE and RSE exams, at least 5 years of relationship management and financial planning experience, and excellent written and verbal English. Strong Microsoft Office skills are required, and CFP, QAFP or 4+ years of investment industry experience are assets.
Microsoft Office Suite
RBC Dominion Securities Inc.
1+ ansCandidates need the Canadian Investment Regulatory Exam (CIRE), solid knowledge of asset classes and Canadian vehicles such as GICs, ETFs, TFSAs and RRSPs, and strong data analysis with meticulous attention to detail. Experience of 1 to 3 years in trading, portfolio operations or wealth management is preferred.
Salesforce
RBC Dominion Securities Inc.
4+ ansCandidates need 4-6 years of outbound sales experience and must be comfortable earning full commission. They must have completed or be ready to complete the CIRE and the Retail Securities Exam before starting, plus strong relationship-building skills.
Securities, Problem solving, Sales, Financial planning, Relationship building, Network marketing
RBC Dominion Securities Inc.
7+ ansCandidates need a university degree plus a professional designation such as CPA, MTax or LL.B., and seven years of tax, estate or advanced financial planning experience. Strong research, analysis, communication and bilingual English and French skills are required.
FAST, Financial planning, Family law, Research, Presentation skills, CPA
RBC Dominion Securities Inc.
7+ ansCandidates need a university degree with a professional designation such as CPA, MTax or LL.B., and 7 years of related tax, estate or advanced financial planning experience. Strong research, analytical, communication and independent or team work skills are required.
FAST, Financial planning, Family law, Research, Presentation skills, CPA
RBC Dominion Securities Inc.
4+ ansCandidates need a CIRO Registered Representative registration, a university degree, and 4+ years in the investment industry. Bilingual English and French, strong Microsoft 365 skills, attention to detail, and strong client service are also required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
RBC Dominion Securities Inc.
7+ ansCandidates need a university degree with a professional designation such as CPA, MTax or LL.B., and 7 years of tax, estate or advanced financial planning experience. Strong research, analytical, communication and time management skills are required.
FAST, Financial planning, Family law, Research, Presentation skills, CPA
RBC Dominion Securities Inc.
2+ ansCandidates need at least 2 years of financial industry experience, strong Microsoft Office skills, excellent organization and English communication, and a warm, professional client service approach. The Canadian Securities Course and Conduct and Practices Handbook Course are required, and can be completed on the job.
Microsoft Office
RBC Dominion Securities Inc.
4+ ansCandidates need at least 4 years in the investment field, an IIROC-licensed Registered Representative licence, a bachelor's degree, and at least CFA Level 1. They also need excellent English communication, advanced Microsoft Office skills, and must live in the Vancouver area and work on-site full time.
Microsoft Excel, Microsoft PowerPoint, contact management system
RBC Dominion Securities Inc.
5+ ansCandidates need about five years of wealth management experience and an understanding of the ultra-high-net-worth market. They must work independently, with a can-do attitude, inside a team that works onsite five days a week.
Securities, Coaching, Team building, Work independently, Client relationship management, Decision making
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