Investment Advisor

4 weeks ago


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

Job Title: Investment Advisor

About the Role:

We are seeking a highly motivated and results-driven Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will play a key role in helping your clients achieve their financial goals by providing expert advice and guidance on investment and wealth management strategies.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement customized investment plans to help clients achieve their financial objectives.
  • Stay up-to-date with market trends and economic conditions to provide informed advice to clients.
  • Collaborate with other RBC teams to provide comprehensive financial solutions to clients.

Requirements:

  • 4-6 years of experience in outbound sales or a related field.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong relationship-building skills and ability to connect with clients.
  • Passion for financial planning and portfolio management.

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.

About RBC Dominion Securities Inc.:

RBC Dominion Securities Inc. is a leading wealth management firm that provides expert advice and guidance to clients on investment and wealth management strategies. We are committed to building strong relationships with our clients and providing them with the best possible service.


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