Investment Advisor, Kamloops
Investment Advisor, Kamloops
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Kamloops, Canada
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Posted: yesterday
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Description
Job Description As an Investment Advisor at RBC Dominion Securities, you help clients reach their goals while building your own business within the RBC network. You have the training, support, and resources to assist in the journey.
What you do best
Excellent people and problem‑solving skills to build and maintain client relationships.
Self‑starter who creates their own day.
Driven to provide meaningful work by offering strong planning and financial advice.
How you’ll succeed
Leverage RBC’s brand and reputation to build a client base of high‑net‑worth individuals, families and business owners.
Use RBC’s investment and wealth management resources to design custom portfolios and wealth plans.
Foster trusted, multi‑generational, long‑term relationships through personalized service.
Maintain reciprocal relationships with RBC partners such as Personal&Commercial Banking and Insurance to support clients in all financial aspects.
Requirements
4–6 years of outbound sales experience and comfortable earning 100% commission.
Completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) by start date.
Passion for financial planning and strong interest in portfolio management.
Strong relationship‑building skills and ability to connect with all types of individuals.
Nice to have
Direct marketing experience in financial services with evidence of high‑value sales and business development.
Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) certifications.
Benefits
Comprehensive Total Rewards package prioritizing well‑being, flexible, modern benefits including parental leave.
Base salary plus unlimited earning potential through commission and fees.
Autonomy to build and run your own business within the RBC brand.
Potential to qualify for President’s Club Program within first four years.
Mentorship and career development programs.
Inclusive culture supporting your unique perspectives.
Flexible work arrangements supported by leadership.
Compensation
Position compensated based on production from you or your team.
May be eligible for discretionary/variable incentive payment.
Location 186 Victoria St, Kamloops, Canada.
Contact Work hours per week: 37.5
Employment type: Full time, Regular, Commission pay.
Additional Information Job Skills: Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.
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What you do best
Excellent people and problem‑solving skills to build and maintain client relationships.
Self‑starter who creates their own day.
Driven to provide meaningful work by offering strong planning and financial advice.
How you’ll succeed
Leverage RBC’s brand and reputation to build a client base of high‑net‑worth individuals, families and business owners.
Use RBC’s investment and wealth management resources to design custom portfolios and wealth plans.
Foster trusted, multi‑generational, long‑term relationships through personalized service.
Maintain reciprocal relationships with RBC partners such as Personal&Commercial Banking and Insurance to support clients in all financial aspects.
Requirements
4–6 years of outbound sales experience and comfortable earning 100% commission.
Completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) by start date.
Passion for financial planning and strong interest in portfolio management.
Strong relationship‑building skills and ability to connect with all types of individuals.
Nice to have
Direct marketing experience in financial services with evidence of high‑value sales and business development.
Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) certifications.
Benefits
Comprehensive Total Rewards package prioritizing well‑being, flexible, modern benefits including parental leave.
Base salary plus unlimited earning potential through commission and fees.
Autonomy to build and run your own business within the RBC brand.
Potential to qualify for President’s Club Program within first four years.
Mentorship and career development programs.
Inclusive culture supporting your unique perspectives.
Flexible work arrangements supported by leadership.
Compensation
Position compensated based on production from you or your team.
May be eligible for discretionary/variable incentive payment.
Location 186 Victoria St, Kamloops, Canada.
Contact Work hours per week: 37.5
Employment type: Full time, Regular, Commission pay.
Additional Information Job Skills: Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.
#J-18808-Ljbffr
Highlights
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Company nameRBC Dominion Securities
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Job positionInvestment Advisor
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