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Investment Advisor

2 months ago

Red Deer, Alberta, Canada RBC Full time
About the Role

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

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 and wealth management plans to help clients achieve their financial objectives.
  • Stay up-to-date with market trends and economic conditions to provide informed advice and guidance to clients.
  • Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to ensure clients receive comprehensive financial services.
Requirements
  • 4-6 years of outbound sales experience with a proven track record of success in high-value sales and business development.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong relationship-building skills and ability to connect with diverse individuals.
  • Passion for financial planning and portfolio management.
What We Offer
  • A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits.
  • Base salary and unlimited earning potential through commission and fees.
  • Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
  • Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
  • Leaders who are invested in your success, including mentorship and career development programs.
About RBC

RBC is a leading financial institution that is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities and are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.