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Investment Advisor Empowering Clients with Tailored Financial Solutions
RBC Dominion Securities
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burnaby, Canada
Location
burnaby
Posted
June 06, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Advance your career as an Investment Advisor dedicated to personalized client support. Utilize your problem-solving skills and sales acumen to help clients achieve their financial dreams.
In this pivotal role, you will connect with high-net-worth individuals and families, delivering sophisticated wealth management solutions. Leveraging a strong brand and extensive resources, you'll create bespoke portfolios that align with client aspirations. Your success will depend on building long-lasting relationships and fostering client trust through exceptional service and advice.
Key Responsibilities: β’ Craft personalized investment plans for clients β’ Manage client portfolios with attention to detail β’ Establish long-term relationships with affluent individuals β’ Work closely with partners for holistic financial service β’ Guide clients through complex financial scenarios
Requirements: β’ 4β6 years related outbound sales experience β’ Canadian Securities Course (CSC) co...
In this pivotal role, you will connect with high-net-worth individuals and families, delivering sophisticated wealth management solutions. Leveraging a strong brand and extensive resources, you'll create bespoke portfolios that align with client aspirations. Your success will depend on building long-lasting relationships and fostering client trust through exceptional service and advice.
Key Responsibilities: β’ Craft personalized investment plans for clients β’ Manage client portfolios with attention to detail β’ Establish long-term relationships with affluent individuals β’ Work closely with partners for holistic financial service β’ Guide clients through complex financial scenarios
Requirements: β’ 4β6 years related outbound sales experience β’ Canadian Securities Course (CSC) co...