Wealth Advisor: Create Custom Portfolios for High-Net-Worth

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

Job summary

A leading Canadian financial institution is seeking an Investment Advisor in Kelowna to help clients manage their investments and achieve financial goals. The role requires strong relationship-building skills and a passion for financial planning. Key responsibilities include developing personalized wealth plans for clients and leveraging RBC's resources. This full-time position offers a commission-based pay structure with opportunities for professional growth.

Benefits

Comprehensive Total Rewards Program

Leaders supportive of development

Collaborative, high-performing team environment

Qualifications

• 4-6 years of outbound sales experience, comfortable earning 100% commission.
• Passion for financial planning and interest in portfolio management.
• Strong relationship building skills.

Responsibilities

• Build and maintain client relationships with high-net-worth individuals.
• Create customized portfolios and wealth plans for clients.
• Establish reciprocal relationships with RBC partners.

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 Canadian financial institution is seeking an Investment Advisor in Kelowna to help clients manage their investments and achieve financial goals. The role requires strong relationship-building skills and a passion for financial planning. Key responsibilities include developing personalized wealth plans for clients and leveraging RBC's resources. This full-time position offers a commission-based pay structure with opportunities for professional growth.