Investment Advisor

RBC - Royal Bank; Alberta; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join RBC as an Investment Advisor and leverage your sales experience to build relationships with high-net-worth clients. Enjoy the autonomy of running your own business while receiving support and resources from a leading financial institution. This role offers a competitive commission structure and opportunities for professional growth.

Benefits

Comprehensive benefits

Flexible work arrangements

Leadership support through mentorship

Potential to qualify for President's Club Program

Qualifications

• 4-6 years of outbound sales experience, comfortable with 100% commission.
• Passion for financial planning and keen interest in portfolio management.

Responsibilities

• Build a client base of high-net-worth individuals using RBC's resources.
• Create customized portfolios and wealth plans for clients.

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)

Job description

Job Summary

Job Description

Grow your business, your way - with RBC

As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your career and life to make it yours!

What you do best:

• You have excellent people and problem-solving skills that help you build and maintain client relationships.
• You're a self-starter - someone who wants to make their day their own.
• You're driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

How you'll succeed in this role:

• Leverage RBC Dominion Securities' strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners, managing their complex financial needs.
• Use RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
• Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
• Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to support your clients comprehensively.

A few details about what we're looking for:

• You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.
• You have completed the Canadian Securities Course (CSC) or will prior to your start date.
• You have a passion for financial planning and a keen interest in portfolio management.
• You possess strong relationship-building skills and can connect with all types of individuals.

Nice to have:

• Experience in direct marketing, financial services, and success in high-value sales and business development, regardless of industry.
• Completed certifications such as CPH, PFP, CIM, or CFA.

What's in it for you?

At RBC, enjoy developing new skills, opportunities to innovate, comprehensive benefits, and flexibility to balance your personal and professional life. Our offerings include:

• A Total Rewards package prioritizing wellbeing, including flexible benefits and parental leave.
• A base salary with unlimited earning potential through commissions and fees.
• Autonomy to build and run your own business within the RBC brand, leveraging our resources.
• Potential to qualify for the President's Club Program within your first 4 years.
• Leadership support through mentorship and career development programs.
• An inclusive culture that celebrates diversity and supports your authentic self.
• Flexible work arrangements and supportive leadership.

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address: 5101 48 ST, LLOYDMINSTER, Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-04-17

Application Deadline: 2025-07-15

Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we value diversity and strive for an inclusive workplace where all employees feel supported, respected, and able to grow professionally. We are committed to fostering a culture of respect, belonging, and opportunity for everyone.

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