At a Glance
- Tasks: Build client relationships and create customized wealth plans for high-net-worth individuals.
- Company: Join RBC Dominion Securities, a leader in wealth management.
- Benefits: Earn commission-based income with opportunities for professional growth.
- Other info: Dynamic role with potential for long-term client relationships and career advancement.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 4-6 years of outbound sales experience and strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
Build client relationships and customized portfolios as an Investment Advisor with RBC Dominion Securities in Chilliwack, British Columbia.
This full-time wealth management role supports high-net-worth individuals, families, and business owners.
You will provide financial advice, create wealth plans, and manage complex financial needs.
Success requires outbound sales experience, relationship-building ability, and portfolio management interest.
Key Responsibilities
- Build a client base using RBC Dominion Securities' brand
- Create customized portfolios and wealth plans
- Manage complex financial needs for clients
- Foster personalized, long-term 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 Retail Securities Exam requirements
- Passion for financial planning and portfolio management
- Strong relationship-building and communication skills
Use financial planning, portfolio management, and relationship-building skills to serve RBC Dominion Securities clients in Chilliwack.
RBC Investment Advisor Chilliwack employer: goeasy Ltd
At goeasy, we pride ourselves on being a top employer in Canada, offering a vibrant work culture that prioritizes employee growth and well-being. With flexible work arrangements from our Mississauga office, competitive financial benefits, and a commitment to diversity and inclusion, we empower our team members to thrive both personally and professionally. Join us to be part of a dynamic environment where your contributions are valued and you can make a meaningful impact on the lives of everyday Canadians.
