Investment Advisor

RBC Dominion Securities; Calgary; On-site; CAD 90,000 - 140,000; Full time

Job summary

RBC Dominion Securities in Calgary seeks an Investment Advisor to help clients reach their goals by building relationships and delivering tailored financial planning. You’ll leverage RBC’s wealth-management resources to design customized portfolios and guide clients through multi-generational planning.

You will operate in a commission-driven environment and use strong planning skills to provide sound advice, fostering trusted relationships across RBC partners and client networks.

Qualifications

• Excellent people and problem-solving skills to build client relationships.
• Self-starter with the drive to make each day productive.
• Passion for financial planning and delivering informed advice.

Responsibilities

• Build a client base of high-net-worth individuals and business owners.
• Leverage RBC resources to create customized wealth plans for clients.
• Foster long-term, trusted relationships with personalized service.
• Coordinate with RBC partners to support clients' financial lives.

Skills

People skills

Problem-solving

Self-starter

Financial planning

Education

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

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!

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!

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:

• Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
• Leverage RBCs 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 ensure your clients are supported in all aspects of their financial lives.

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 Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to your start date.
• You have a passion for financial planning and a keen interest