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 opportunity 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 strong 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
- Strong 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 employer: Compu-Vision Consulting Inc.
Compu-Vision Consulting Inc. is an exceptional employer that fosters a collaborative and innovative work culture in Alberta, providing employees with ample opportunities for professional growth and development. With a focus on hands-on leadership and strategic financial oversight, team members benefit from a supportive environment that values compliance and excellence, making it an ideal place for those seeking meaningful and rewarding careers in finance.
Contact Details:
Compu-Vision Consulting Inc. Recruitment Team
