Expert Financial Planner and Portfolio Manager

4 weeks ago


Vernon, Canada Royal Bank of Canada Full time

As a seasoned investment advisor at RBC Dominion Securities, you will have the opportunity to empower your clients to achieve their goals while fostering your own career growth. You may have envisioned launching your own business but lacked the necessary training, support, and resources provided by a prominent company like RBC.

  • You possess exceptional interpersonal skills that enable you to build and maintain strong client relationships.
  • You are driven to make a meaningful impact in people's lives by delivering comprehensive financial planning and advice.

Leverage RBC's esteemed reputation and extensive investment and wealth management capabilities to establish a loyal client base of high-net-worth individuals, families, and business owners. Develop customized portfolios and wealth plans tailored to meet the complex financial needs of your clients. Cultivate reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients receive comprehensive support in all aspects of their financial lives.

You should have a genuine passion for financial planning and a keen interest in portfolio management. Possess strong relationship-building skills and the ability to connect with diverse individuals. Prior experience in direct marketing, financial services, or high-value sales and business development is highly valued. Additionally, completion of relevant certifications such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) would be an asset.

About Our Compensation Package

RBC offers a competitive compensation package, including a comprehensive Total Rewards Program, which includes flexible benefits and attractive remuneration. This drives RBC's high-performance culture.

About Us

At RBC, we foster a culture of diversity and inclusion, recognizing its significance in driving innovation and growth. We are committed to creating an inclusive workplace where employees can bring their authentic selves to work. By addressing issues of inequity and systemic bias, we aim to support our diverse talent, clients, and communities.


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