Wealth Advisor | Build Portfolios for High-Net-Worth

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

Job summary

A leading Canadian financial institution is seeking an Investment Advisor to help clients reach their financial goals. In this role, you will build and maintain relationships, create customized financial portfolios, and leverage extensive resources to meet client needs. The ideal candidate has experience in sales, a passion for financial planning, and excellent interpersonal skills. Competitive commission-based earnings and a supportive environment are offered.

Benefits

Comprehensive Total Rewards packages

Base salary with unlimited commission potential

Flexible work arrangements

Mentorship and career development programs

Qualifications

• 4-6 years of outbound sales experience and comfortable earning commission.
• Strong relationship building skills and ability to connect with individuals.
• Passion for financial planning and portfolio management.

Responsibilities

• Build a client base of high-net-worth individuals and manage their financial needs.
• Create customized portfolios and wealth plans for clients.
• Establish long-term relationships using personalized service and advice.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Management

Private Banking

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Chartered Financial Analyst (CFA)

Job description

A leading Canadian financial institution is seeking an Investment Advisor to help clients reach their financial goals. In this role, you will build and maintain relationships, create customized financial portfolios, and leverage extensive resources to meet client needs. The ideal candidate has experience in sales, a passion for financial planning, and excellent interpersonal skills. Competitive commission-based earnings and a supportive environment are offered.