Investment Advisor

Royal Bank of Canada; Winnipeg; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major financial institution in Winnipeg is seeking an Investment Advisor to manage high-net-worth clients. You will leverage RBC’s extensive resources to build personalized wealth plans and maintain strong client relationships. Ideal candidates have solid sales experience and a passion for financial planning, with a focus on helping clients achieve their goals. This role offers a competitive commission structure and the opportunity for career development in a supportive environment.

Benefits

Comprehensive Total Rewards package

Flexible work arrangements

Supportive culture and mentorship programs

Qualifications

• 4-6 years of outbound sales experience and comfortable with commission-based pay.
• Passion for financial planning and keen interest in portfolio management.
• Strong ability to build relationships with diverse individuals.

Responsibilities

• Build and maintain relationships with high-net-worth clients.
• Create customized portfolios and wealth plans using RBC resources.
• Leverage RBC's brand to establish a client base.

Skills

Client Counseling

Critical Thinking

Interpersonal Relationship Management

Education

Canadian Securities Course (CSC)

Job description

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, managing 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 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 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 success in high-value sales and business development, regardless of industry/disciplines.
• 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 to build your career and life and make it yours.

• A comprehensive Total Rewards package 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.

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 :

201 PORTAGE AVE : WINNIPEG

City : WINNIPEG

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Commission

Posted Date : 2025-06-12

Application Deadline :

2025-09-04 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.

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