Investment Advisor

Royal Bank of Canada>; Kelowna; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Kelowna is looking for an experienced Investment Advisor to help clients achieve their financial goals through personalized advice and planning. The ideal candidate will have outbound sales experience and a strong foundation in financial services. This position offers competitive compensation based on performance with opportunities for personal growth.

Benefits

Comprehensive Total Rewards Program

Leaders who support development

Opportunity for impactful work

Qualifications

• 4-6 years of outbound sales experience, comfortable earning 100% commission.
• Strong relationship building skills.
• Passion for financial planning and portfolio management.

Responsibilities

• Build and maintain client relationships.
• Create customized portfolios and wealth plans for clients.
• Leverage resources to manage financial needs.

Skills

People skills

Problem-solving

Strong planning

Relationship building

Education

Completion of 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 :

• Lean on 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.
• Leverage 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 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 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 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 success in high-value sales and business development, regardless of industry/discpline.
• Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Opportunity to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to build close relationships with clients

This position is compensated based on the production you generate or your team does.

This position may be eligible for a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and play a critical role in attracting, engaging, and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of strategic goals
• Generates sustainable shareholder returns and above-market shareholder value

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 :

1631 DICKSON AVE : KELOWNA

City : KELOWNA

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Commission

Posted Date : 2025-05-21

Application Deadline :

2025-08-13

Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where employees feel supported to perform at their best, collaborate effectively, drive innovation, and grow professionally helps bring our Purpose to life and create value for clients and communities. RBC strives to foster a workplace based on respect, belonging, and opportunity for all.

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Expand your limits and create a new future at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.