Wealth Advisor for High-Net-Worth Clients

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

Job summary

A leading financial institution in Chilliwack is seeking an experienced Investment Advisor to manage a client base of high-net-worth individuals. The role requires exceptional relationship-building skills and a passion for financial planning. You will leverage RBC's extensive resources to create customized wealth plans. This position offers a commission-based compensation structure and a supportive work environment.

Benefits

Comprehensive Total Rewards Program

Coaching and development opportunities

Dynamic and collaborative team environment

Qualifications

• 4-6 years of outbound sales experience.
• Comfortable earning 100% commission.
• Passion for financial planning and portfolio management.

Responsibilities

• Build and maintain client relationships with high-net-worth individuals.
• Create customized portfolios and wealth plans for clients.
• Leverage RBC's brand to establish a strong client base.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Management

Education

Canadian Securities Course (CSC)

Job description

A leading financial institution in Chilliwack is seeking an experienced Investment Advisor to manage a client base of high-net-worth individuals. The role requires exceptional relationship-building skills and a passion for financial planning. You will leverage RBC's extensive resources to create customized wealth plans. This position offers a commission-based compensation structure and a supportive work environment.