Investment Advisor: Build Your Own Wealth Practice with RBC

Royal Bank of Canada; Edmonton; On-site; CAD 90,000 - 180,000; Full time

Benefits offered by this job

Total Rewards package

Flexible benefits

Parental leave

Autonomy to build your own business

Job summary

RBC Dominion Securities is seeking an Investment Advisor to help clients achieve their life goals through tailored financial advice and comprehensive wealth management. You will build a client base, develop customized portfolios, and provide ongoing planning and guidance with support from the RBC ecosystem.

This role emphasizes strong relationship-building, regulatory proficiency, and a proactive, client-first mindset within a collaborative team.

Qualifications

• Proven ability to counsel clients on investment strategies and wealth planning.
• Strong relationship-building skills with high-net-worth clients.
• Regulatory exams completed or completed prior to start date.
• Experience in financial services and high-value sales is a plus.

Responsibilities

• Build and manage a client base of high-net-worth individuals, families and business owners.
• Leverage RBC resources to create customized portfolios and wealth plans.
• Foster long-term, often multi-generational relationships through personalized service.
• Establish reciprocal relationships with RBC partners to support clients’ financial lives.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Education

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

Certified Financial Planner (CFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

RBC Dominion Securities is seeking an Investment Advisor to help clients achieve their life goals through tailored financial advice and comprehensive wealth management. You will build a client base, develop customized portfolios, and provide ongoing planning and guidance with support from the RBC ecosystem.

This role emphasizes strong relationship-building, regulatory proficiency, and a proactive, client-first mindset within a collaborative team.