Strategic Financial Planner

6 days ago


Surrey, British Columbia, Canada RBC Dominion Securities Inc. Full time

Job Description:

RBC Dominion Securities Inc. is seeking a skilled Investment Advisor

As an Investment Advisor at RBC Dominion Securities Inc., you will have the opportunity to help your clients achieve their financial goals while growing your own business.

Key Responsibilities:

  • You will build and maintain relationships with high-net-worth individuals, families, and business owners.
  • You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • You will foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  • You will establish and maintain reciprocal relationships with RBC partners to ensure your clients are supported in all aspects of their financial lives.

Requirements:

  • You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.
  • You have completed the Canadian Securities Course (CSC) or will prior to your start date.
  • You have a passion for financial planning and a keen interest in portfolio management.
  • You have strong relationship building skills and an ability to connect with all types of individuals.

Preferred Qualifications:

  • Experience in a direct marketing role, financial services, and shown success in 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)

What We Offer:

  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

About RBC Dominion Securities Inc.:

RBC Dominion Securities Inc. is a leading wealth management company that helps individuals, families, and businesses achieve their financial goals. Our team of experienced Investment Advisors provides personalized service and advice to help our clients succeed.



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