Investment Advisor

3 weeks ago


Medicine Hat, Alberta, Canada RBC Dominion Securities Inc. Full time

Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.

Are you a driven and ambitious individual looking to build a successful career in financial planning and wealth management? Do you have a passion for helping clients achieve their financial goals and a keen interest in portfolio management?

We are seeking a talented Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will have the opportunity to work with high-net-worth individuals, families, and business owners to create customized financial plans and portfolios that meet their unique needs and goals.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement comprehensive financial plans and portfolios that meet the needs of clients.
  • Stay up-to-date with market trends and regulatory changes to provide expert advice to clients.
  • Collaborate with other RBC teams to provide a seamless client experience.

What We Offer:

  • A comprehensive compensation package that includes a base salary and unlimited earning potential through commission and fees.
  • A supportive and inclusive work environment that encourages collaboration and professional growth.
  • Access to a wide range of training and development programs to help you build your skills and advance your career.
  • The opportunity to work with a diverse and talented team of professionals who are passionate about helping clients achieve their financial goals.

Requirements:

  • 4-6 years of outbound sales experience and a strong track record of success.
  • Completion of the Canadian Securities Course (CSC) or equivalent.
  • A passion for financial planning and a keen interest in portfolio management.
  • Strong relationship-building skills and the ability to connect with a wide range of clients.

Preferred Qualifications:

  • Experience in a direct marketing role or financial services industry.
  • Completion of additional certifications such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

Why RBC Dominion Securities Inc.?

We are a leading financial institution with a long history of innovation and excellence. Our team is dedicated to helping clients achieve their financial goals and we are committed to providing a supportive and inclusive work environment that encourages collaboration and professional growth.

Apply Now:

Ready to take the next step in your career and join our team at RBC Dominion Securities Inc.? Apply now to become an Investment Advisor and start building a successful career in financial planning and wealth management.


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