Investment Advisor

Royal Bank of Canada

Edmonton

In loco

CAD 90.000 - 180.000

Tempo pieno

2 giorni fa
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Vantaggi offerti da questo lavoro

Total Rewards package
Flexible benefits
Parental leave
Autonomy to build your own business

Descrizione del lavoro

RBC Dominion Securities is seeking an Investment Advisor to help clients achieve their life goals through tailored financial advice and comprehensive wealth management. You will build a client base, develop customized portfolios, and provide ongoing planning and guidance with support from the RBC ecosystem.

This role emphasizes strong relationship-building, regulatory proficiency, and a proactive, client-first mindset within a collaborative team.

Competenze

  • Proven ability to counsel clients on investment strategies and wealth planning.
  • Strong relationship-building skills with high-net-worth clients.
  • Regulatory exams completed or completed prior to start date.
  • Experience in financial services and high-value sales is a plus.

Mansioni

  • Build and manage a client base of high-net-worth individuals, families and business owners.
  • Leverage RBC resources to create customized portfolios and wealth plans.
  • Foster long-term, often multi-generational relationships through personalized service.
  • Establish reciprocal relationships with RBC partners to support clients’ financial lives.

Conoscenze

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

Formazione

Canadian Investment Regulatory Exam (CIRE)
Retail Securities Exam (RSE)
Certified Financial Planner (CFP)
Chartered Investment Manager (CIM)
Chartered Financial Analyst (CFA)

Descrizione del lavoro

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:

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 in portfolio management.
  • You have strong relationship building skills and an ability to connect with all types of individuals.
Nice to have:
  • Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.
  • Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)
What's in it for you?
  • Whether it's developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life and make it yours.
  • A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave
  • Base salary to get you started and unlimited earning potential through commission and fees.
  • Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.
  • Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
  • Leaders who are invested in your success, including mentorship and career development programs.
  • A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.
  • Flexible work arrangements and leaders who support your needs-both personal and professional
Job Skills
  • Client Counseling
  • Critical Thinking
  • Decision Making
  • Interpersonal Relationship ManagementInterpersonal Relationships
  • Investment Banking
  • Investment Consulting
  • Investment Management
  • Private Banking
  • Product Services
Additional Job Details

Address: 10111 104 AVE NW:EDMONTON City: Edmonton Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular Pay Type: Commission

Commission Posted Date: 2026-08-24

Application Deadline: 2027-01-25 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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