Investment Advisor

Royal Bank of Canada

Medicine Hat, Canada
Base salary to get you started; bonus/equity: unli...
Client relationship building
Financial planning advice
Outbound sales experience
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals while we help you reach yours

Job Summary

  • As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals while we help you reach yours.
  • You will leverage RBC’s extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • A comprehensive Total Rewards package prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave.

Matching Summary

As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals while we help you reach yours.

Salary

Base salary to get you started; Bonus/Equity: Unlimited earning potential through commission and fees; Benefits: Modern and flexible benefits including parental leave

Skills & Requirements

Must-have

  • Client relationship building
  • Financial planning advice
  • Outbound sales experience
  • Commission-based compensation
  • Portfolio management
  • Problem-solving skills

Nice-to-have

  • Direct marketing experience
  • Business development success
  • Mentorship and career development
  • Inclusive and supportive culture
  • Flexible work arrangements

Key Requirements

  • 4-6 years outbound sales experience
  • Completed or will complete CIRE and RSE exams
  • Passion for financial planning
  • Strong relationship building skills
  • Certified Financial Planner (CFP) preferred
  • Chartered Investment Manager (CIM) preferred
  • Chartered Financial Analyst (CFA) preferred

Work Rights

Not specified

Tailored Resume

Cover Letter