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Investment Advisor
Investment AdvisorRBC Dominion Securities • Surrey, Metro Vancouver Regional District, CA
Investment Advisor

Investment Advisor

RBC Dominion Securities • Surrey, Metro Vancouver Regional District, CA
30+ days ago
Job type
  • Full-time
Job description

Job Description

Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours!

Responsibilities

  • 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 your day yours.
  • You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.
  • Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high‑net‑worth individuals, families and business owners and manage their complex financial needs.
  • Leverage RBC’s extensive investment and wealth management resources to create customised portfolios and wealth plans for your clients.
  • Foster trusted, often multi‑generational, long‑term relationships using personalised service and advice.
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.

Qualifications

  • 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, regardless of industry / discipline.
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM) and Chartered Financial Analyst (CFA).
  • Benefits

  • A comprehensive Total Rewards Program which includes 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.
  • Compensation

    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.

    RBC’s compensation philosophy and principles recognise the importance of a highly‑qualified global workforce and play a critical role in attracting, engaging and retaining talent that drives RBC’s high‑performance culture, enables collective achievement of our strategic goals, generates sustainable shareholder returns and above‑market shareholder value.

    Job Skills

  • Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.
  • Job Details

  • Address : 2626 CROYDON DR, SURREY
  • City : Surrey
  • Country : Canada
  • Work hours / week : 37.5
  • Employment Type : Full time
  • Platform : WEALTH MANAGEMENT
  • Job Type : Regular
  • Pay Type : Commission
  • Posted Date : 2025‑12‑01
  • Application Deadline : 2026‑02‑26
  • Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above.
  • Inclusion and Equal Opportunity Employment

    At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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    Investment Advisor • Surrey, Metro Vancouver Regional District, CA

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