Build personalized wealth plans as an Investment Advisor with RBC Dominion Securities in Surrey, using financial planning and relationship skills daily.

As an Investment Advisor, you will build a client base of high-net-worth individuals, families, and business owners. You will manage complex financial needs through customized portfolios and wealth plans. The role emphasizes personalized advice, trusted relationships, and solid problem-solving.

Key Responsibilities:

- Build client relationships through personalized financial advice
- Create customized portfolios and wealth plans
- Manage complex financial needs for high-net-worth clients
- Maintain long-term, multi-generational client relationships
- Coordinate support with 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
- Strong relationship-building and interpersonal skills

Use RBC resources, investment management expertise, and trusted advice to serve clients as an Investment Advisor in Surrey.

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