Investment Consultant

2 weeks ago


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

Job Description

As an Investment Advisor at RBC Dominion Securities, you will help your clients reach their financial goals while working with a trusted brand. This role offers the opportunity to build client relationships, create customized portfolios, and foster a collaborative work environment.

Key Responsibilities:

  • You will leverage RBC Dominion Securities' strong brand and reputation to build a client base of high-net-worth individuals and families.
  • Utilize RBC's extensive investment and wealth management resources to create tailored financial plans for your clients.
  • Foster trusted, long-term relationships with clients through personalized service and financial advice.

Requirements:

  • You have 4-6 years of outbound sales experience and are comfortable with a commission-based income.
  • Hold a Canadian Securities Course (CSC) or equivalent.
  • You possess a passion for financial planning and a keen interest in portfolio management.

Preferred Qualifications:

  • Experience in a direct marketing role or financial services with proven success in high-value sales and business development.
  • Completion of the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA) certifications.

What We Offer:

  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
  • Leaders who support your development through coaching and mentoring opportunities.
  • The ability to make a meaningful impact in the financial industry.


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