Investment Advisor

RBC Dominion Securities; Winnipeg; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Winnipeg is seeking an experienced Investment Advisor to help clients achieve their financial goals. This role involves building relationships with high-net-worth clients, creating customized wealth plans, and leveraging extensive company resources. Candidates should have 4-6 years of sales experience and completed the Canadian Securities Course. A base salary and commission structure are offered alongside a supportive culture that values inclusion and growth.

Benefits

Comprehensive Total Rewards package

Flexibility in work arrangements

Potential to qualify for President's Club Program

Mentorship and career development programs

Qualifications

• 4-6 years of outbound sales experience with a commission-based role.
• Passion for financial planning and portfolio management.
• Experience in direct marketing role preferred.

Responsibilities

• Build a client base of high-net-worth individuals and manage their financial needs.
• Create customized portfolios and wealth plans for clients.
• Establish long-term relationships using personalized service.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Consulting

Investment Management

Education

Canadian Securities Course (CSC)

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 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 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?

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 package prioritizing 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 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
• Flexible work arrangements and leaders who support your needs—both personal and professional

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 : 201 PORTAGE AVE : WINNIPEG, Winnipeg, Canada
• Work hours / week : 37.5
• Employment Type : Full time
• Platform : WEALTH MANAGEMENT
• Job Type : Regular
• Pay Type : Commission
• Posted Date : 2025-09-04
• Application Deadline : 2025-12-02

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 growth. RBC strives to deliver a workplace based on respect, belonging and opportunity for all.

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