Wealth Advisor: Build Portfolios & Plans

RBC Dominion Securities; Calgary; On-site; CAD 90,000 - 140,000; Full time

Job summary

RBC Dominion Securities in Calgary seeks an Investment Advisor to help clients reach their goals by building relationships and delivering tailored financial planning. You’ll leverage RBC’s wealth-management resources to design customized portfolios and guide clients through multi-generational planning.

You will operate in a commission-driven environment and use strong planning skills to provide sound advice, fostering trusted relationships across RBC partners and client networks.

Qualifications

• Excellent people and problem-solving skills to build client relationships.
• Self-starter with the drive to make each day productive.
• Passion for financial planning and delivering informed advice.

Responsibilities

• Build a client base of high-net-worth individuals and business owners.
• Leverage RBC resources to create customized wealth plans for clients.
• Foster long-term, trusted relationships with personalized service.
• Coordinate with RBC partners to support clients' financial lives.

Skills

People skills

Problem-solving

Self-starter

Financial planning

Education

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam (RSE)

Job description

RBC Dominion Securities in Calgary seeks an Investment Advisor to help clients reach their goals by building relationships and delivering tailored financial planning. You’ll leverage RBC’s wealth-management resources to design customized portfolios and guide clients through multi-generational planning.

You will operate in a commission-driven environment and use strong planning skills to provide sound advice, fostering trusted relationships across RBC partners and client networks.