Build a wealth management business in Lloydminster with RBC Dominion Securities, using financial planning and relationship-building skills. Work full time within RBC’s wealth management platform.
As an Investment Advisor, you will help high-net-worth individuals, families, and business owners pursue life goals. RBC provides training, guidance, resources, and a recognized brand. You will create customized portfolios, develop wealth plans, and provide personalized financial advice. The role suits a self-starter with robust problem-solving abilities and client focus.
Key Responsibilities:
Build a client base of high-net-worth individuals and business owners
Create customized portfolios and wealth plans for clients
Manage complex financial needs through personalized advice
Develop long-term, multi-generational 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 RSE before starting
Robust financial planning and portfolio management interest
Excellent relationship-building and interpersonal skills
Use RBC resources, financial advice, and client relationships to grow an Investment Advisor business in Lloydminster.