Investment Advisor

Royal Bank of Canada>; Prince George; On-site; CAD 70,000 - 120,000; Full time

Job summary

Join RBC Dominion Securities as an Investment Advisor and leverage your skills to help clients achieve their financial goals. This role involves building strong relationships with high-net-worth clients and providing tailored financial advice. With a supportive environment and a focus on professional development, you will have the opportunity to thrive in your career.

Benefits

Comprehensive Total Rewards Program

Supportive leadership and development opportunities

Dynamic, collaborative team environment

Qualifications

• 4-6 years of outbound sales experience.
• Passion for financial planning and interest in portfolio management.
• Strong relationship-building skills.

Responsibilities

• Build and maintain client relationships with high-net-worth individuals.
• Create customized portfolios and wealth plans.
• Establish relationships with RBC partners for comprehensive client support.

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

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, 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 using 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 :

• 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 do so prior to your start date.
• You have a passion for financial planning and a keen interest in portfolio management.
• You possess strong relationship-building skills and can connect with all types of individuals.

Nice to have :

• Experience in direct marketing roles, financial services, and success in high-value sales and business development, regardless of industry or discipline.
• 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, foster progressive thinking, and work together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference, and achieving mutual success.

• A comprehensive Total Rewards Program including competitive compensation and flexible benefits.
• Supportive leadership focused on your development through coaching and growth opportunities.
• The chance to make a meaningful and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to engage in challenging work and build close relationships with clients.

This position is compensated based on your or your team’s production and may be eligible for discretionary/variable incentive payments.

RBC’s compensation philosophy emphasizes attracting, engaging, and retaining a highly qualified global workforce that:

• Drives RBC’s high-performance culture.
• Enables 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 : 550 VICTORIA ST, PRINCE GEORGE

City : PRINCE GEORGE

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Commission

Posted Date : 2025-03-13

Application Deadline : 2025-06-10

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

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace where our employees can bring their true selves to work. We are actively addressing issues of systemic bias and supporting our diverse talent, clients, and communities.

We also aim to provide an accessible recruitment process for candidates with different abilities. Please inform us if you require accommodations during the recruitment process.

Join our Talent Community

Stay informed about career opportunities at RBC. Sign up to receive tailored updates on jobs, career tips, and recruitment events.

Expand your potential and create a new future with RBC. Learn more about our passion and drive to enhance client and community well-being at jobs.rbc.com.

Create a job alert for this search