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
Solid 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 (Canada)
🏢 goeasy
📍 Canada