RBC Investment Advisor in Edmonton (Alberta)

RBC Investment Advisor in Edmonton (Alberta)

31 Aug
|
National Bank
|
Alberta

31 Aug

National Bank

Alberta

Elevate your financial advisory career with RBC Dominion Securities in Edmonton. Be part of a role that focuses on building client relationships and creating customized wealth plans.

As an Investment Advisor with RBC, you’ll utilize your robust people skills to address the complex financial needs of high-net-worth individuals, families, and business owners. With a focus on problem-solving and planning, you’ll leverage RBC’s extensive resources to foster long-term relationships and a robust client base. Your expertise will help your clients achieve their life goals through tailored financial advice and planning.

Key Responsibilities:
• Build and maintain relationships with high-net-worth clients
• Create personalized wealth plans and investment portfolios




• Collaborate with RBC partners for comprehensive support
• Leverage RBC’s brand reputation for client outreach
• Provide problem-solving financial guidance to clients

Requirements:
• 4-6 years of outbound sales experience
• Completion of CIRE and RSE exams
• Passion for financial planning and portfolio management
• Proficiency in relationship building and client counseling
• Experience in direct marketing or business development preferred

Leverage your skills in financial advising and relationship management at RBC to support clients in achieving their financial aspirations.
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📌 RBC Investment Advisor in Edmonton (Alberta)
🏢 National Bank
📍 Alberta

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