- Location
- East Hill Street:Nassau, Bahamas
- Type
- Full-time
- Department
- Finance
- Seniority
- Manager
- Closing date
- Today
- Source
- Workday
Description
Job Description
APPLICATION DEADLINE: AUGUST 26 2026
What is the opportunity?
The RBC Dominion Securities Branch located in Nassau, Bahamas is looking for an experienced Investment Advisor/ Portfolio Manager to build a book of international clients and manage their investment portfolios. You will also provide other wealth management services in conjunction with the company’s global network.
What will you do?
- Create and execute a detailed and complex business plan to build out a successful Advisor- led investment practice
- Leverage your existing network of successful individuals, families, business owners and Centers of Influence, with the goal to ultimately manage their wealth, while seeking out new clients through referrals
- Build and develop your client base, as you manage and grow their portfolio, selecting the most appropriate investment solutions to meet their financial objectives and goals
- Build trusted, often multi-generational, relationships with business owners, individuals, families, charities, and foundations, based on personalized services and advice
- Establish and maintain reciprocal relationships with RBC partners
What we are looking for?
- You are sales-oriented, self-motivated/ managed, disciplined and responsible with a strong work ethic.
- You have an established business network in the international wealth management arena
- You have prior success in executing a business plan that led to development of a substantial book of investment business
- You have well-developed listening skills and an ability to interpret client needs.
- You have a talent for networking and enjoy seeking out new clients through referrals from professional advisors, working with community associations and asking for referrals from previously satisfied clients.
- You can foster relationships with other RBC partners (banking, insurance, capital markets) to bring the best of RBC to your clients.
- You are self-assured, outgoing and have a strong determination to succeed.
What do you need to succeed?
Must-have
- Must have entrepreneurial spirit to build a book of clients through a wide range of business development strategies
- Strong communication and presentation skills
- Must be results-focused
- University level education
- Mandatory: Canadian Securities Course
- Preferred: CFA or CIM
- Ability to speak a second language is an advantage
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.
- Compensation for this role is entirely variable performance-based commission and includes a complete benefits package. Interim salary assistance may be negotiated based on the strength of your business plan.
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team Opportunity to work with a successful team
- Opportunities to do challenging work
Job Skills
Additional Job Details
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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.
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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.