Investment Advisor

7 days ago


Nanaimo, 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 critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Client Counseling: Provide expert financial planning and investment advice to high-net-worth individuals, families, and business owners.
  • Portfolio Management: Develop and implement customized investment portfolios and wealth plans for clients.
  • Relationship Building: Foster long-term relationships with clients through personalized service and advice.
  • Business Development: Identify and pursue new business opportunities to grow your client base and revenue.
Requirements
  • Experience: 4-6 years of outbound sales experience in a financial services or related industry.
  • Certifications: Canadian Securities Course (CSC) or equivalent, and a passion for financial planning and portfolio management.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer
  • Competitive Compensation: A comprehensive total rewards program, including competitive compensation and flexible benefits.
  • Professional Development: Opportunities for coaching, training, and professional development to help you achieve your career goals.
  • Collaborative Team Environment: A dynamic and supportive team environment that encourages collaboration and innovation.

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