Investment Advisor

RBC; Surrey; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Surrey is seeking an Investment Advisor to help clients achieve their financial goals. The role requires a self-starter with strong sales experience, excellent interpersonal skills, and a passion for financial planning. You'll leverage the firm's resources to build and manage client portfolios while fostering long-term relationships. With opportunities for mentorship and a supportive culture, this role offers a base salary and unlimited commission potential, aligning your career growth with client success.

Benefits

Comprehensive Total Rewards package

Flexible and modern benefits

Career development programs

Mentorship opportunities

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience with 100% commission.
• Strong relationship building skills.
• Passion for financial planning.

Responsibilities

• Build and maintain client relationships with high-net-worth individuals.
• Create customized portfolios for clients.
• Establish partnerships with RBC departments.

Skills

Client Counseling

Interpersonal Relationships

Decision Making

Critical Thinking

Investment Management

Education

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

Certified Financial Planner (CFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

Overview

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. 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

This position is compensated based on production generated by you or your team.

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

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

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

Job Skills

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

Additional Job Details

• Address: 2626 CROYDON DR:SURREY
• City: Surrey
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Commission
• Posted Date: 2025-12-01
• Application Deadline: 2026-02-26
• 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 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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.