Kamloops Investment Advisor Rbc
Job in
Kamloops, BC, Canada
Listed on 2026-07-07
Listing for:
RBC Dominion Securities
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Join RBC Dominion Securities in Kamloops as an Investment Advisor and drive your success. Use your financial planning skills to provide premium service to high‑net‑worth clients. This full‑time, commission‑based role allows you to independently manage your schedule while benefiting from comprehensive support and resources from RBC. You’ll focus on creating custom investment plans and fostering lasting client relationships within the RBC network, leveraging its esteemed reputation in the industry.
Responsibilities- Establish and maintain relationships with high‑net‑worth clients
- Create personalized investment portfolios to meet client needs
- Collaborate with RBC partners for holistic financial advice
- Execute outreach strategies to grow your client base
- Use critical thinking to solve client financial challenges
- 4–6 years of outbound sales experience in financial services
- Certification in Canadian Investment Regulatory and Retail Securities Exams
- Keen interest in financial planning and investment management
- Exceptional relationship‑building skills
- Evidence of solid business development experience preferred
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