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Investment Advisor

2 months ago


Victoria, British Columbia, Canada RBC Full time
About the Role

We are seeking a highly skilled and motivated Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert investment advice and portfolio management services.

Key Responsibilities
  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their financial needs and goals.
  • Develop and implement customized investment plans and portfolios to meet the unique needs of each client.
  • Provide ongoing portfolio management and monitoring to ensure that clients' investments are aligned with their goals and risk tolerance.
  • Foster trusted relationships with clients through exceptional customer service and communication.
  • Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to provide comprehensive financial solutions to clients.
Requirements
  • 4-6 years of experience in outbound sales or a related field, with a strong track record of success.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong passion for financial planning and portfolio management.
  • Excellent relationship-building skills and ability to connect with diverse clients.
Preferred Qualifications
  • Experience in direct marketing, financial services, or a related field.
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA) designations.
About RBC

RBC is a leading financial institution committed to helping our clients achieve their financial goals. We offer a comprehensive Total Rewards Program, including competitive compensation and flexible benefits, as well as opportunities for professional development and growth.

We are an inclusive and diverse organization that values the unique perspectives and experiences of our employees. We are committed to creating a workplace that is welcoming and supportive of all employees, and we strive to provide an accessible candidate experience for our prospective employees with different abilities.