Wealth Advisor

RBC Dominion Securities Inc.; Calgary; On-site; CAD 90,000 - 150,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options

Career growth

Job summary

RBC Dominion Securities in Calgary is seeking a Wealth Advisor to manage a select client base, provide proactive investment advice, and collaborate with the lead Portfolio Manager to deepen relationships and grow the business.

You will assess client goals, develop personalized strategies, monitor performance, and identify opportunities for referrals within the existing client base. The role offers a comprehensive rewards program and strong career progression.

Qualifications

• Must be approved as a Registered Representative (RR) with CIRO.
• Must have at least 10 years of related industry experience and client-facing responsibilities.
• Completion of the CIM/CFA designation

Responsibilities

• Manage client portfolios and relationships with proactive guidance.
• Develop and implement personalized investment strategies.
• Under supervision of Lead Portfolio Manager, select and manage diversified investments.
• Monitor performance and rebalance portfolios as needed.

Skills

Client base

Client prospecting

Financial planning

Investment strategies

Wealth management

Education

CIM/CFA designation

Job description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

Job Description

The Calgary Dome 704 RBC Dominion Securities branch is seeking a Wealth Advisor to join one of our top teams.

As a Wealth Advisor, you will be responsible for managing a selection of clients, providing proactive advice and support to those clients and working closely with the lead Portfolio Manager, helping deepen existing relationships and welcoming new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?

• Client Portfolio & Relationship Management
  • Assess client’s financial goals, risk tolerance and investment timeline.
  • Develop and implement personalized investment strategies.
  • Under the direction of the lead Portfolio Manager, select and manage a diversified portfolio of investments.
  • Monitor performance and rebalance as needed.
• Financial Planning and Analysis
  • Conduct comprehensive financial analysis and planning
  • Identify opportunities for asset consolidation and referrals across the existing client base.
• Business Development
  • Development of new business working with COIs, RBC partners and prospects.

What do you need to succeed?

Must have:

• Must be approved as a Registered Representative (RR) with CIRO
• Must have at least 10 years of related industry experience and client-facing responsibilities.
• Completion of the CIM/CFA designation

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients

Job Skills

Client Base, Client Prospecting, Financial Planning, Investment Strategies, Wealth Management

Additional Job Details

Address: 333 7 AVE SW:CALGARY

City: Calgary

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-07-20

Application Deadline: 2026-10-22

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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