Investment Advisor (Alberta)
Investment Advisor (Alberta)
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Alberta, Canada
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Posted: less than a week ago
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Description
Job Description As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours! Responsibilities You have excellent people and problem‑solving skills that help you build and maintain client relationships. You’re a self‑starter – someone who wants to make their day their own. You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice. Lean on RBC Dominion Securities’ robust brand and reputation to build a client base of high‑net‑worth individuals, families and business owners and manage their complex financial needs. Leverage RBC’s extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients. Foster trusted, often multi‑generational, long‑term relationships using personalized service and advice. Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives. Qualifications 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) or will complete prior to your start date. Passion for financial planning and keen interest in portfolio management. Strong relationship building skills and an ability to connect with all types of individuals. Experience in a direct marketing role, financial services and shown success in high‑value sales and business development, regardless of industry/discipline (nice to have). Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) (nice to have). Benefits A comprehensive Total Rewards package that prioritizes overall wellbeing, with flexible and modern benefits, including parental leave. Base salary to get you started and unlimited earning potential through commission and fees. Autonomy to build and run your own business within the RBC brand leveraging resources and guidance. Potential to qualify for the prestigious President’s Club Program with your peers in your first 4 years. Mentorship and career development programs. A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience. Flexible work arrangements. Key Skills Client counseling Critical thinking Decision making Interpersonal relationship management Investment banking Investment consulting Investment management Private banking Product services Job Details Address: 10111 104 Ave NW, Edmonton, Canada Work hours/week: 37.5 Employment type: Full time Platform: Wealth Management Job type: Regular Pay type: Commission #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pick0
Highlights
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Company nameRBC Dominion Securities
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Job positionInvestment Advisor (Alberta)
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