Build client relationships and customized portfolios as an Investment Advisor with RBC Dominion Securities in Chilliwack, British Columbia.
This full time wealth management role supports high-net-worth individuals, families, and business owners. You will provide financial advice, create wealth plans, and manage complex financial needs. Success requires outbound sales experience, relationship-building ability, and portfolio management interest.
Key Responsibilities:
- Build a client base using RBC Dominion Securities’ brand
- Create customized portfolios and wealth plans
- Manage complex financial needs for clients
- Foster personalized, long-term client relationships
- Coordinate support through RBC banking and insurance partners
Requirements:
- Four to six years of outbound sales experience
- Comfort earning one hundred percent commission
- Complete CIRE and Retail Securities Exam requirements
- Passion for financial planning and portfolio management
- Strong relationship-building and communication skills
Use financial planning, portfolio management, and relationship-building skills to serve RBC Dominion Securities clients in Chilliwack.
📌 RBC Investment Advisor Chilliwack (Canada)
🏢 goeasy
📍 Canada