Wealth Advisor: Build Your Own Practice, Flexible

RBC Dominion Securities; City of Lloydminster; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Lloydminster is seeking an Investment Advisor. This role involves building a client base and offering personalized financial advice using the firm's extensive resources. Qualified candidates will have outbound sales experience, proficiency in financial planning, and strong interpersonal skills. The position offers a base salary, unlimited earning potential through commission, and a supportive work environment focused on growth and inclusivity.

Benefits

Comprehensive Total Rewards package

Base salary with commission potential

Autonomy to build your own business

Potential for prestigious programs

Mentorship and career development

Flexible work arrangements

Qualifications

• 4-6 years of outbound sales experience with 100% commission comfort.
• Strong relationship building skills.
• 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.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Management

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

A leading financial services firm in Lloydminster is seeking an Investment Advisor. This role involves building a client base and offering personalized financial advice using the firm's extensive resources. Qualified candidates will have outbound sales experience, proficiency in financial planning, and strong interpersonal skills. The position offers a base salary, unlimited earning potential through commission, and a supportive work environment focused on growth and inclusivity.