Wealth Advisor: Autonomy to Grow Your Practice

RBC Dominion Securities; Vancouver; On-site; CAD 80,000 - 140,000; Full time

Benefits offered by this job

Total Rewards package

Base salary plus commission

Autonomy to run your own business

Mentorship and career development

Flexible work arrangements

Inclusive culture and support

Job summary

RBC Dominion Securities in Vancouver is seeking an Investment Advisor to grow your own client base while leveraging RBC’s resources. You’ll help clients reach their financial goals by delivering personalized planning and investment advice.

You will build lasting relationships with high-net-worth individuals and business owners, manage complex portfolios, and collaborate with private banking and wealth management partners.

Qualifications

• 4–6 years of outbound sales experience.
• Completed CIRE and RSE or will prior to start date.
• Passion for financial planning and portfolio management.
• Strong relationship-building skills.

Responsibilities

• Build and manage a client base of high-net-worth individuals, families and business owners.
• Create customized portfolios and wealth plans for clients.
• Provide ongoing financial advice and service to clients.
• Collaborate with Personal & Commercial Banking and Insurance teams.

Skills

Client relationship management

Sales & prospecting

Financial planning

Self-motivation

Education

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

Job description

RBC Dominion Securities in Vancouver is seeking an Investment Advisor to grow your own client base while leveraging RBC’s resources. You’ll help clients reach their financial goals by delivering personalized planning and investment advice.

You will build lasting relationships with high-net-worth individuals and business owners, manage complex portfolios, and collaborate with private banking and wealth management partners.