RBC Investment Advisor

Join RBC Dominion Securities in Surrey as an Investment Advisor, where you will empower clients to achieve financial success. Utilize your sales experience and problem-solving skills to build a rewarding career.

This full-time Investment Advisor role requires experience in client counseling and wealth management. With a commitment to personalized service, you can create wealth plans tailored to high-net-worth individuals and families. Your goal is to establish trusted relationships and leverage RBC’s extensive resources for client support.

Key Responsibilities:

• Develop a client base of high-net-worth individuals

• Design and implement tailored financial plans

• Ensure ongoing client satisfaction through personalized service

• Collaborate with RBC partners for holistic client support

• Drive meaningful financial advice to clients

Requirements:

• 4-6 years of outbound sales experience

• Completion of Canadian Investment Regulatory Exam

• Strong interest in investment and portfolio management

• Excellent relationship-building skills

• Proven ability to connect with clients across demographics

Elevate your career as an Investment Advisor at RBC Dominion Securities in Surrey today.