30 Oct
|
goeasy
|
British Columbia
30 Oct
goeasy
British Columbia
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.
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📌 RBC Investment Advisor Chilliwack (British Columbia)
🏢 goeasy
📍 British Columbia