Build high-net-worth client relationships as an Investment Advisor with RBC Dominion Securities in Edmonton, using financial planning and portfolio management expertise.

This full-time Investment Advisor prospect sits within RBC’s Wealth Management platform. You will build and manage a client base of individuals, families, and business owners, providing customized portfolios, wealth plans, and personalized advice. Success requires solid relationship-building, problem-solving, and financial planning skills.

Key Responsibilities:
Build a client base of high-net-worth individuals and families
Manage complex financial needs for business owners
Create customized portfolios and wealth plans
Foster trusted, long-term client relationships




Coordinate with RBC banking and insurance partners

Requirements:
Four to six years of outbound sales experience
Comfort earning one hundred percent commission
Completed CIRE and RSE examinations, or completion before starting
Passion for financial planning and portfolio management
Robust relationship-building and interpersonal skills

Bring financial advice, portfolio management, and relationship-building skills to RBC Dominion Securities’ Edmonton wealth management practice.

📌 Investment Advisor Wealth Management Edmonton (Canada)
🏢 Compu-Vision Consulting
📍 Canada