Investment Advisor

4 weeks ago

Cranbrook, Canada RBC Dominion Securities Inc. Full time
About the Role

We are seeking a highly skilled and motivated Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their complex financial needs.
  • Develop and implement customized financial plans and investment strategies to help clients achieve their goals.
  • Provide exceptional client service and support to ensure clients feel valued and informed throughout the financial planning process.
  • Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to provide comprehensive financial solutions to clients.
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 passion for financial planning and a keen interest in portfolio management.
  • Excellent relationship-building skills and ability to connect with diverse individuals.
Preferred Qualifications
  • Experience in direct marketing, financial services, and high-value sales and business development.
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) designations.
What We Offer
  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • The ability to make a lasting impact and contribute to the success of our clients and communities.
  • A dynamic, collaborative, and progressive work environment.
About RBC Dominion Securities Inc.

RBC Dominion Securities Inc. is a leading wealth management firm that provides comprehensive financial solutions to high-net-worth individuals, families, and business owners. We are committed to building strong relationships with our clients and providing exceptional service and support to help them achieve their financial goals.

  • Investment Advisor

    3 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionRBC Dominion Securities Inc. is seeking a highly skilled and motivated Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies.Key Responsibilities:Build and maintain strong relationships...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. (0000050599). As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Build and maintain strong relationships with high-net-worth...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    1 week ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow your business, your way – with RBCAs 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...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    3 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    3 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Counselor

    2 months ago

    Cranbrook, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in...

  • Investment Counselor

    2 months ago

    Cranbrook, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in...

  • Investment Advisor

    1 month ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their goals while we support your career growth. You'll have the training, resources, and autonomy to build a successful business, making a lasting impact on your clients' lives.What You'll Do Best:You'll excel at building...

  • Investment Advisor

    4 weeks ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow Your Business, Your WayAs a Financial Services Professional at RBC Dominion Securities, you'll help clients achieve their financial goals while we support your career growth. You'll have the opportunity to build strong relationships with high-net-worth individuals, families, and business owners, and provide personalized financial advice...

  • Wealth Advisor

    2 weeks ago

    Cranbrook, Canada Aviso Wealth Full time

    Stellar Career OpportunityWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Aviso Wealth. As a key member of our financial services team, you will play a vital role in providing expert financial advice and guidance to our clients.About the Role:This is an exciting opportunity for a results-driven professional to work in a...

  • Financial Advisor

    3 days ago

    Cranbrook, Canada RBC Dominion Securities Inc. Full time

    About the Role:RBC Dominion Securities Inc. seeks a seasoned professional to join our team as a Financial Advisor - Growth Expert. As an Investment Advisor, you will play a crucial role in helping clients achieve their financial goals while leveraging the company's extensive resources to drive your success.Key Responsibilities:Build and maintain strong...

  • Wealth Management Advisor

    2 months ago

    Cranbrook, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading provider of wealth management and investment services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will play a key role in...