Autonomous Wealth Advisor: Build Your Practice

RBC; Calgary; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Calgary is seeking an Investment Advisor to help clients achieve their financial goals. This role requires strong sales experience, a passion for financial planning, and the ability to build long-term client relationships. Successful candidates will leverage extensive resources to create customized investment portfolios and financial plans. Flexible work arrangements and a comprehensive Total Rewards package are included.

Benefits

Comprehensive Total Rewards package

Flexible and modern benefits

Autonomy to build your own business

Mentorship and career development programs

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience.
• Comfortable earning 100% commission.
• Passion for financial planning.
• Keen interest in portfolio management.
• Strong relationship building skills.

Responsibilities

• Build and maintain client relationships.
• Help clients reach financial goals.
• Manage complex financial needs.
• Create customized portfolios for clients.
• Establish relationships with RBC partners.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

A leading financial services firm in Calgary is seeking an Investment Advisor to help clients achieve their financial goals. This role requires strong sales experience, a passion for financial planning, and the ability to build long-term client relationships. Successful candidates will leverage extensive resources to create customized investment portfolios and financial plans. Flexible work arrangements and a comprehensive Total Rewards package are included.