Private Wealth Advisor — Build Lasting Portfolios

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

Job summary

A leading financial institution is searching for an Investment Advisor in Surrey, Canada. In this role, you'll be responsible for building relationships with high-net-worth clients and delivering tailored financial advice. The ideal candidate will have 4-6 years of outbound sales experience, strong relationship-building skills, and a passion for financial planning. This position offers a competitive compensation structure based on performance and an opportunity to make a significant impact in clients' financial lives.

Benefits

Comprehensive Total Rewards Program

Leadership development opportunities

Dynamic and collaborative team environment

Qualifications

• 4-6 years of outbound sales experience comfortable with commission-based pay.
• Completed or will complete Canadian Securities Course before start.
• Passion for financial planning and keen interest in portfolio management.

Responsibilities

• Build and maintain client relationships with high-net-worth individuals.
• Utilize RBC’s investment and wealth management resources for client portfolios.
• Manage complex financial needs for clients effectively.

Skills

Outbound sales experience

Relationship building

Financial planning

Problem-solving

Education

Canadian Securities Course (CSC)

Tools

Investment management tools

Job description

A leading financial institution is searching for an Investment Advisor in Surrey, Canada. In this role, you'll be responsible for building relationships with high-net-worth clients and delivering tailored financial advice. The ideal candidate will have 4-6 years of outbound sales experience, strong relationship-building skills, and a passion for financial planning. This position offers a competitive compensation structure based on performance and an opportunity to make a significant impact in clients' financial lives.