# Investment Advisor

**Company**: RBC Dominion Securities
**Location**: Sechelt, British Columbia
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/SECHELT-British-Columbia-Canada/Investment-Advisor_R-0000187980?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_4c10cfb6-565

## Description

As an Investment Advisor at RBC Dominion Securities, you will help clients reach their goals while growing your own business.

You will leverage RBC's resources to build a client base of high-net-worth individuals, families, and business owners, and manage their complex financial needs.

Key responsibilities include:

- Building and maintaining client relationships

- Creating customized portfolios and wealth plans

- Establishing and maintaining reciprocal relationships with RBC partners

- Providing strong planning and financial advice

Requirements:

- 4-6 years of outbound sales experience

- Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)

- Passion for financial planning and portfolio management

- Strong relationship-building skills

Nice to have:

- Experience in direct marketing, financial services, and high-value sales

- Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits include:

- Comprehensive Total Rewards package

- Base salary and unlimited earning potential through commission and fees

- Autonomy to build and run your own business

- Potential to qualify for the President's Club Program

- Flexible work arrangements and supportive culture

## Skills

### Required
- Client Counseling
- Critical Thinking
- Decision Making
- Interpersonal Relationship Management
- Investment Banking
- Investment Consulting
- Investment Management
- Private Banking

### Nice to have
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM)
- Chartered Financial Analyst (CFA)

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/SECHELT-British-Columbia-Canada/Investment-Advisor_R-0000187980?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)