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Investment Advisor Empowering Clients with Tailored Financial Solutions

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RBC Dominion Securities
πŸ“ burnaby, Canada
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Location burnaby
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Posted June 06, 2026
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Commute Local Area
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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€’ 4–6 years related outbound sales experience β€’ Canadian Securities Course (CSC) co...

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πŸ“ Location Details

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City
burnaby
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Country
Canada
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Commute
Local Area

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