Investment Advisor Wealth Management (Red Deer)

Investment Advisor Wealth Management (Red Deer)

09 Nov
|
Royal Bank of Canada
|
Red Deer

09 Nov

Royal Bank of Canada

Red Deer

Build trusted client relationships as an Investment Advisor with RBC Dominion Securities in Red Deer, using financial planning and portfolio management.

This full-time Investment Advisor opportunity supports high-net-worth individuals, families, and business owners. You will provide financial advice, create customized portfolios, and manage complex wealth needs. The role suits a self-starter with robust problem-solving and relationship-building skills.

Key Responsibilities:

- Build a client base through RBC Dominion Securities’ strong brand
- Create customized portfolios and wealth plans for clients
- Provide personalized financial planning and investment advice
- Foster trusted, long-term client relationships
- Coordinate with RBC banking and insurance partners

Requirements:

- Four to six years of outbound sales experience
- Comfort earning 100% commission
- Complete CIRE and RSE exams before starting
- Strong relationship-building and interpersonal skills
- Interest in portfolio management and financial planning

Bring relationship management, investment consulting, and planning expertise to grow a wealth management business with RBC Dominion Securities.

📌 Investment Advisor Wealth Management (Red Deer)
🏢 Royal Bank of Canada
📍 Red Deer

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