Investment Advisor

4 weeks ago

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

Job Description

Grow your business, your way – with RBC

As a Financial Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. You will have the opportunity to work with high-net-worth individuals, families, and business owners, managing their complex financial needs and providing strong planning and financial advice.

What you do best:

  • You have excellent people and problem-solving skills that help you build and maintain client relationships.
  • You're a self-starter – someone who wants to make their day their own.
  • You're driven to do meaningful work to help people reach their life goals.

How you'll succeed in this role:

  • Lean on RBC Dominion Securities' strong brand and reputation to build a client base.
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans.
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  • Establish and maintain reciprocal relationships with RBC partners to ensure your clients are supported in all aspects of their financial lives.

A few details about what we're looking for:

  • 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.

Nice to have:

  • 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's in it for you?

  • 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.

This position is compensated based on production generated by you or your team. This position may be eligible to receive a discretionary/variable incentive payment.

Job Skills

  • Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

RBC Dominion Securities Inc. is a leading wealth management company that provides comprehensive financial services to high-net-worth individuals, families, and business owners. As a Financial Advisor, you will have the opportunity to work with a dynamic team and build long-term relationships with clients.

  • Investment Advisor

    4 weeks ago

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

    Job Opportunity:At RBC Dominion Securities Inc., we are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will play a crucial role in helping clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with clients to understand their financial needs and goals.Develop and implement...

  • Senior Financial Advisor

    4 weeks ago

    Surrey, British Columbia, Canada F R C LOGISTICS LTD. Full time

    About the Role:F R C LOGISTICS LTD. is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for identifying clients' financial goals and objectives, supervising staff, analyzing clients' financial records, and developing financial plans for clients.Key Responsibilities:Identify clients'...

  • Senior Financial Advisor

    4 weeks ago

    Surrey, British Columbia, Canada FRC ENTERPRISES INC. Full time

    FRC ENTERPRISES INC. is seeking a Senior Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement financial plans for clients.Key ResponsibilitiesIdentify clients' financial goals and objectivesSupervise staffAnalyze clients' financial recordsDevelop...

  • Senior Financial Advisor

    4 weeks ago

    Surrey, British Columbia, Canada F R C LOGISTICS LTD. Full time

    F R C LOGISTICS LTD. is seeking a skilled Senior Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to identify clients' financial goals and objectives.The successful candidate will be responsible for supervising staff, analyzing clients' financial records, and developing...

  • Senior Financial Advisor

    4 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.The ideal candidate will have a proven ability to conduct complex advisory conversations, identify member needs, and provide tailored solutions.Key Responsibilities:Build strong relationships with current and potential members,...

  • Investment Advisor

    1 month ago

    Surrey, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Planning and Portfolio Management Expert at RBC, you will help your clients reach their goals, while we help you reach yours. You will have the opportunity to build and maintain client relationships, leveraging RBC's strong brand and reputation to drive business growth.Key...

  • Senior Financial Advisor

    6 days ago

    Surrey, British Columbia, Canada F R C TRANSPORT LTD Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at F R C TRANSPORT LTD.ResponsibilitiesAnalyze clients' financial records and develop comprehensive financial plans tailored to their unique needs.Identify and explore various investment opportunities, including cash management and insurance coverage options.Supervise staff...

  • Sun Life Financial Advisor: Build Your Business

    1 week ago

    Surrey, British Columbia, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life AdvisorSun Life is seeking highly motivated and driven individuals to join our team as Financial Advisors. As a successful advisor, you will have the opportunity to build your own business, achieve financial independence, and enjoy a work-life balance.We offer exceptional training and support to help you succeed in this...

  • Strategic Marketing Advisor

    4 weeks ago

    Surrey, British Columbia, Canada ABLE IMMIGRATION SERVICES LTD Full time

    About the Role:We are seeking a highly skilled Strategic Marketing Advisor to join our team at ABLE IMMIGRATION SERVICES LTD. As a key member of our marketing department, you will be responsible for developing venture capital sources, responding to enquiries from members of the business community, and conducting surveys and analyzing data on the buying...

  • Strategic Marketing Advisor

    4 weeks ago

    Surrey, British Columbia, Canada ABLE IMMIGRATION SERVICES LTD Full time

    About the Role:We are seeking a highly skilled Strategic Marketing Advisor to join our team at ABLE IMMIGRATION SERVICES LTD. As a key member of our marketing department, you will be responsible for developing venture capital sources, responding to enquiries from members of the business community, and conducting surveys and analyzing data on the buying...

  • Financial Insurance Advisor

    4 weeks ago

    Surrey, British Columbia, Canada Serenia Life Financial Full time

    Role OverviewSerenia Life Financial is seeking a motivated and self-driven individual to join our team as a Financial Insurance Advisor. As a key member of our team, you will be responsible for providing exceptional customer service, identifying customer needs, and introducing appropriate products and services.Key ResponsibilitiesCoordinating and compiling...

  • Strategic Marketing Advisor

    1 week ago

    Surrey, British Columbia, Canada ABLE IMMIGRATION SERVICES LTD Full time

    Job DescriptionWe are seeking a Strategic Marketing Advisor to join our team at Able Immigration Services Ltd.Company OverviewAble Immigration Services Ltd is a reputable immigration services company dedicated to providing exceptional support to individuals and families navigating the complex world of immigration. Our goal is to empower clients to achieve...

  • Career Opportunities for Ambitious Financial Advisors

    2 days ago

    Surrey, British Columbia, Canada Sun Life Full time

    Sun Life Financial Advisor About the Opportunity:As a Sun Life Financial Advisor, you will have the opportunity to build your own business and create a successful career in financial services. With our comprehensive training and support, you will be equipped with the skills and knowledge necessary to provide exceptional service to your clients and achieve...

  • Expert Financial Advisor for High-Net-Worth Clients

    6 days ago

    Surrey, British Columbia, Canada Royal Bank of Canada> Full time

    OverviewRoyal Bank of Canada is a leading financial institution seeking an experienced Investment Advisor to join its team. This role offers the opportunity to build long-term relationships with high-net-worth clients and provide them with customized investment and wealth management solutions.CompensationThe estimated salary range for this position is...

  • Sun Life Financial Advisor

    4 weeks ago

    Surrey, British Columbia, Canada Sun Life Full time

    Build a successful business with Sun Life as a financial advisor. Enjoy financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Key benefits include:Be in charge of your own business and income...

  • Strategic Financial Planner

    2 weeks ago

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

    Job Description:RBC Dominion Securities Inc. is seeking a skilled Investment AdvisorAs 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,...

  • Senior Financial Consultant

    4 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Advisor identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate advisor.Key...

  • Business Development Consultant

    1 week ago

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

    Company OverviewRBC Dominion Securities Inc. is a leading financial services provider that offers a range of investment products and wealth management services to individuals, families, and businesses.About the RoleWe are currently seeking an Investment Advisor to join our team in Surrey, Canada. As an Investment Advisor at RBC Dominion Securities, you will...

  • Financial Wellness Advisor

    2 weeks ago

    Surrey, British Columbia, Canada G&F Financial Group Full time

    About G&F Financial GroupG&F Financial Group, a union of Gulf and Fraser, is a leading credit union in BC with approximately $ billion in total assets under administration. Our team at G&F Financial Group works to serve over members who live and work across the province. We offer personal and commercial banking, insurance, and wealth management services...

  • Wealth Management Professional

    1 week ago

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

    Company OverviewRBC Dominion Securities Inc. is a leading financial services company that offers a wide range of investment and wealth management solutions to individuals, families, and businesses.About the RoleWe are seeking an experienced Investment Advisor to join our team in Surrey, Canada. As an Investment Advisor at RBC Dominion Securities, you will be...