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Investment Advisor

0000050599 RBC Dominion Securities Inc.

Calgary

On-site

CAD 60,000 - 80,000

Full time

3 days ago
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Job summary

As an Investment Advisor at RBC Dominion Securities, you will leverage RBC's resources to build a portfolio of high-net-worth clients. This role offers the unique opportunity to operate your own business with the support of RBC. With a base salary and uncapped commission potential, you can achieve your financial goals while helping clients navigate their investment needs.

Benefits

Comprehensive Total Rewards package
Autonomy to build and run your own business
Potential to qualify for the President's Club Program
Mentorship and career development programs
Flexible work arrangements

Qualifications

  • 4-6 years of outbound sales experience.
  • Strong relationship-building skills.
  • Passion for financial planning.

Responsibilities

  • Build and maintain client relationships with high-net-worth individuals.
  • Create customized portfolios and wealth plans.
  • Establish reciprocal 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

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 support your career growth. If you've dreamed of starting your own business but lack the training, support, and resources, RBC provides what you need to make your career and life your own!

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.
  • 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 through 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 :

  • 4-6 years of outbound sales experience, comfortable earning 100% commission.
  • Completed the Canadian Securities Course (CSC) or will prior to your start date.
  • A passion for financial planning and a keen interest in portfolio management.
  • Strong relationship-building skills and the ability to connect with diverse individuals.

Nice to have :

  • Experience in direct marketing, financial services, and success in high-value sales and business development, regardless of industry.
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA).

What’s in it for you? Whether it’s developing new skills, opportunities to innovate and grow, modern benefits, or flexible work arrangements, RBC provides everything you need to build your career and life.

  • A comprehensive Total Rewards package prioritizing your wellbeing, including parental leave.
  • Base salary to start, with unlimited earning potential through commissions and fees.
  • Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance.
  • Potential to qualify for the prestigious President's Club Program within your first 4 years.
  • Leadership investment in your success, including mentorship and career development programs.
  • An inclusive culture that celebrates your unique perspectives and experiences.
  • Flexible work arrangements and supportive leadership for your personal and professional needs.

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

Additional Job Details:

  • Address: 14505 BANNISTER RD SE, 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: 2025-06-23
  • Application Deadline: 2025-09-04 (applications accepted until 11:59 PM the day prior)

We are committed to inclusion and equal opportunity employment. RBC fosters a respectful, supportive workplace where employees can thrive and grow professionally.

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