Investment Advisor

RBC Dominion Securities; Surrey; On-site; CAD 90,000 - 150,000; Full time

Benefits offered by this job

Total rewards package

Parental leave

Job summary

RBC Dominion Securities in Canada is seeking an Investment Advisor to help clients reach their goals while you build your own practice within the RBC brand.

You’ll rely on strong research, wealth planning and personalized service to grow a client base of high-net-worth individuals and business owners. This role offers commission-based earnings and the support of a leading wealth-management platform.

Qualifications

• 4–6 years outbound sales experience.
• Completed CIRE and RSE or will before start date.
• Passion for financial planning and portfolio management.
• Strong relationship-building skills.
• Nice to have CFP, CIM, CFA certifications.
• Experience in direct marketing or high-value sales is a plus.

Responsibilities

• Build a client base of high-net-worth individuals, families, and business owners and manage their complex financial needs.
• Leverage RBC resources to create customized portfolios and wealth plans for clients.
• Foster trusted, long-term relationships with clients.
• Collaborate with RBC partners to support clients’ financial lives.

Skills

People skills

Problem solving

Self-starter

Financial planning

Relationship building

Portfolio management

Education

Canadian Investment Regulatory Exam

Retail Securities Exam (RSE)

Certified Financial Planner (CFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

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 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

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

Job Skills

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

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.