Investment Advisor

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

Job summary

A leading financial institution in Vancouver seeks a motivated individual to build strong client relationships and provide financial planning advice. The ideal candidate will have 4-6 years of outbound sales experience and a passion for portfolio management. Offering competitive compensation and opportunities for professional growth.

Benefits

Comprehensive Total Rewards Program

Development opportunities

Dynamic work environment

Qualifications

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

Responsibilities

• Build a client base of high-net-worth individuals and families.
• Leverage RBC's resources for customized portfolios and plans.
• Maintain long-term client relationships.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Consulting

Private Banking

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

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 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 do so 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 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 management opportunities.
• Ability 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.

Job Skills

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

Inclusion and Equal Opportunity Employment

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

Job Details

Address: 2052 W 41 AVE:VANCOUVER

City: Vancouver

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-10-20

Application Deadline: 2026-01-14