Investment Advisor

4 weeks ago

Kamloops, British Columbia, Canada RBC Dominion Securities Inc. Full time
About the Role

We are seeking a highly skilled and motivated Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their complex financial needs.
  • Develop and implement customized investment and wealth management strategies to help clients achieve their financial goals.
  • Provide exceptional client service and advice to help clients navigate the complexities of the financial markets.
  • Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to ensure clients receive comprehensive financial solutions.
Requirements
  • 4-6 years of outbound sales experience and a strong track record of success in high-value sales and business development.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong passion for financial planning and a keen interest in portfolio management.
  • Excellent relationship-building skills and ability to connect with diverse individuals.
Preferred Qualifications
  • Experience in a direct marketing role, financial services, and 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 lasting impact and contribute to the success of our clients and communities.
  • Opportunities to work in a dynamic, collaborative, and progressive team environment.
About RBC Dominion Securities Inc.

RBC Dominion Securities Inc. is a leading wealth management firm that provides comprehensive financial solutions to high-net-worth individuals, families, and business owners. We are committed to building strong relationships with our clients and helping them achieve their financial goals.

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