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Financial Planning Investment Advisor at RBC
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-06-24
Listing for:
RBC Dominion Securities
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
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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