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Investment Advisor

2 months ago

Calgary, Alberta, Canada Royal Bank of Canada Full time

Grow your business, your way, with RBC Dominion Securities. As an Investment Advisor, you'll help clients reach their goals while building your own career and life.





You'll be responsible for building and maintaining client relationships, providing strong planning and financial advice, and leveraging RBC's resources to create customized portfolios and wealth plans.





**Key Responsibilities:**

• Build and maintain client relationships with high-net-worth individuals, families, and business owners
• Create customized portfolios and wealth plans using RBC's extensive investment and wealth management resources
• Foster trusted, long-term relationships with clients using personalized service and advice
• Establish and maintain reciprocal relationships with RBC partners to support clients in all aspects of their financial lives





**Requirements:**

• 4-6 years of outbound sales experience
• Completed the Canadian Securities Course (CSC) or will prior to start date
• Passion for financial planning and keen interest in portfolio management
• Strong relationship building skills and ability to connect with all types of individuals





**Nice to Have:**

• Experience in direct marketing, financial services, and high-value sales and business development
• Completed Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)





**What's in it for you:**

• Comprehensive Total Rewards package prioritizing overall wellbeing
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the prestigious President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team celebrating unique perspectives and experiences
• Flexible work arrangements and leaders supporting personal and professional needs





**Job Skills:**

• Client Counseling
• Critical Thinking
• Decision Making
• Interpersonal Relationship Management
• Interpersonal Relationships
• Investment Banking
• Investment Consulting
• Investment Management
• Private Banking
• Product Services