Financial Planning Investment Advisor at RBC

Elevate your career as an Investment Advisor with RBC Dominion Securities in Calgary, Canada. Leverage your financial planning expertise to guide clients in achieving their investment goals.

As an Investment Advisor, you will combine your 4-6 years of sales experience with RBC's trusted brand to build a successful client base. You will provide comprehensive financial advice and foster long-term, trusting relationships while collaborating with other RBC services to meet client holistic needs.

Key Responsibilities:

• Establish a client portfolio of high-net-worth individuals

• Create tailored financial solutions using RBC tools

• Foster long-term, trusted relationships with clients

• Partner with RBC services for rounded financial support

• Deliver strategic financial advice and planning

Requirements:

• 4-6 years of outbound sales expertise

• Canadian Investment Regulatory Exam completion required

• Keen interest in financial planning and investments

• Proven relationship-building skills

• Comfort in a commission-driven environment

Shape your future in client-focused financial services with RBC Dominion Securities.
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