Build a wealth management practice in Lloydminster with RBC Dominion Securities, using financial planning and portfolio management expertise. Work full time in a commission-based Investment Advisor role.

As an Investment Advisor, you will build a client base of high-net-worth individuals, families, and business owners. RBC provides extensive investment and wealth management resources for customized portfolios and wealth plans. Your work centers on meaningful financial advice, personalized service, and long-term relationships.

Key Responsibilities:

- Build client relationships and manage complex financial needs
- Create customized portfolios and wealth plans
- Provide financial planning and investment advice
- Develop long-term,



multi-generational client relationships
- Partner with banking and insurance teams

Requirements:

- Four to six years of outbound sales experience
- Comfort earning one hundred percent commission
- Completed CIRE and Retail Securities Exam, or completion before starting
- Passion for financial planning and portfolio management
- Solid relationship-building and problem-solving skills

Bring financial planning, portfolio management, and relationship-building strengths to RBC Dominion Securities’ Lloydminster wealth management practice.

📌 Investment Advisor Wealth Management Lloydminster
🏢 Royal Bank of Canada
📍 Lloydminster