Autonomous Wealth Advisor — Build Your Client Base

Red Bull; Chilliwack; On-site; CAD 110,000 - 120,000; Full time

Benefits offered by this job

Total Rewards package

Parental leave

Flexible work arrangements

Job summary

RBC Dominion Securities in Canada is seeking an Investment Advisor to help clients reach their life goals through comprehensive financial planning and wealth management. You will leverage the RBC brand and resources to build a client base, design customized portfolios, and provide ongoing advice and service.

You will work with high-net-worth individuals, families and business owners, establishing long-term relationships based on trust, integrity, and personalized attention.

Qualifications

• 4–6 years of outbound sales experience.
• Complet ed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to start date.
• Passion for financial planning and portfolio management.
• Strong relationship building skills with all types of individuals.

Responsibilities

• Build and maintain a client base of high-net-worth individuals, families and business owners.
• Manage their complex financial needs with strong planning and financial advice.
• Create customized portfolios and wealth plans leveraging RBC resources.
• Foster trusted, long-term relationships with personalized service and advice.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Interpersonal Relationships

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Education

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

Certified Financial Planner (CFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

RBC Dominion Securities in Canada is seeking an Investment Advisor to help clients reach their life goals through comprehensive financial planning and wealth management. You will leverage the RBC brand and resources to build a client base, design customized portfolios, and provide ongoing advice and service.

You will work with high-net-worth individuals, families and business owners, establishing long-term relationships based on trust, integrity, and personalized attention.