Investment Advisor

RBC Dominion Securities; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment Advisor to help clients achieve their financial goals. This role offers the autonomy to build your own business while leveraging a strong brand and extensive resources. You’ll work closely with high-net-worth individuals, providing tailored financial advice and support. With a focus on relationship-building and financial planning, this position promises not just a career but a chance to make a meaningful impact in clients' lives. Enjoy comprehensive benefits, flexible work arrangements, and the potential for unlimited earnings through commissions.

Benefits

Flexible benefits prioritizing overall wellbeing

Base salary plus commission

Autonomy to run your own business

Mentorship programs

Inclusive culture celebrating diversity

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience with a focus on client relationships.
• Completion of the Canadian Securities Course before starting.

Responsibilities

• Build and maintain relationships with high-net-worth clients.
• Create customized portfolios and wealth plans using RBC resources.

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

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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 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 and manage their complex financial needs.
• Utilize 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 ensure comprehensive client support.

A few details about what we’re looking for:

• 4-6 years of outbound sales experience and comfort earning 100% commission.
• Completion of the Canadian Securities Course (CSC) prior to start date.
• Passion for financial planning and interest in portfolio management.
• Strong relationship-building skills and ability to connect with diverse individuals.

Nice to have:

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

What’s in it for you?

Develop new skills, grow opportunities, enjoy comprehensive benefits, and flexible work arrangements. At RBC, you have everything to build your career and life:

• Flexible benefits prioritizing overall wellbeing, including parental leave.
• Base salary plus unlimited earning potential through commissions and fees.
• Autonomy to build and run your own business within the RBC brand.
• Potential to qualify for the President's Club Program within your first 4 years.
• Mentorship and career development programs.
• An inclusive culture that celebrates diversity and allows you to bring your whole self to work.
• Flexible work arrangements supporting personal and professional needs.

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: 600 CROWFOOT CRES NW, CALGARY

City: CALGARY

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-04-21

Application Deadline: 2025-07-17

Note: Applications accepted until 11:59 PM on the day prior to the deadline.

Inclusion and Equal Opportunity Employment

RBC promotes an inclusive workplace with diverse perspectives, fostering support, collaboration, innovation, and professional growth. We are committed to policies and programs that promote respect, belonging, and opportunity for all.

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