Investment Advisor for High-Net-Worth Clients
0000050599 RBC Dominion Securities
Elevate your career with RBC as an Investment Advisor in North and West Vancouver, focusing on tailored financial strategies for high-net-worth clients. Build strong client relationships while utilizing RBC's extensive resources. This Investment Advisor role emphasizes personalized wealth planning and portfolio management. With 4–6 years of outbound sales experience, you'll manage high-net-worth portfolios and guide clients toward their financial objectives. Cultivating long-term relationships and collaborating with various RBC divisions will enhance your impact. Key Responsibilities:
- Develop and manage client portfolios for high-net-worth individuals
- Create personalized wealth plans utilizing RBC's resources
- Establish trusted relationships for lasting client satisfaction
- Collaborate with RBC divisions for integrated services
- Guide clients effectively in achieving financial goals
- 4–6 years of relevant sales experience required
- Successful completion of CIRE and RSE exams
- Passion for portfolio management and financial planning
- Robust interpersonal skills in diverse settings
- Preferably proactive experience in direct marketing
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Advisor for High-Net-Worth Clients in Winnipeg, MB vacancy
- Elevate your career as a Remote High Net Worth Client Advisor, focusing on client acquisition without ongoing service duties. Enjoy uncapped commissions, warm leads, and a results-driven environment. As a Private Client Advisor, you will target high-net-worth individuals...High net worthLong term contractRemote workFlexible hours
- Empower clients with expert investment advice as a Financial Planner. In this role, you'll build relationships in a flexible, entrepreneurial environment... ...planning and investment sales experience to engage with high-net-worth clients. Your expertise in market trends and...High net worthLocal areaFlexible hours
- Elevate client experiences as a Banking Advisor with RBC in Vancouver, Canada. Utilize your sales expertise and problem-solving skills to assist clients in their banking, credit, and investment needs. As a full-time Banking Advisor, you will leverage technology and client...SuggestedFull time
- Elevate client experiences as a Banking Advisor with RBC, focusing on sales and problem-solving. Help clients navigate their banking, credit, and investment needs effectively. As a Banking Advisor at RBC, you'll leverage your skills to maximize client satisfaction while addressing...Suggested
- Join RBC as a Bilingual Client Advisor in Downtown Toronto. Utilize your client-focused sales skills to provide engaging financial advice in English and another language while enhancing customer loyalty. In this role, you'll proactively engage clients to uncover their banking...SuggestedFlexible hours
- Elevate your career as a Senior Client Operations Advisor with AI Acquisition in a fully remote environment. This pivotal role focuses on managing high-stakes client recovery and retention strategies. As an experienced advisor, you will tackle complex accounts and engage...Remote work
$100k per year
...Permanent | Full-Time Private Client Adviser – Securities Specialist... ...Overview We are seeking a high-performing Private Client Adviser... ...on delivering personalized investment management solutions to help clients... ...or investment products to high-net-worth individuals Proven,...High net worthLong term contractPermanent employmentFull timeRemote work- ...What is the opportunity? A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth...High net worthLong term contractFull timeFlexible hours
- Client Advisor (Bilingual: English and Mandarin/Cantonese/French/Vietnamese/Spanish) – Downtown... .... Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities... ...energetic, collaborative, progressive, and high‑performing team, as well as world‑class...Flexible hours
- ...career with Raymond James Ltd. through the Advisor Internship Program, designed for... ...essential skills to create and manage their own client portfolios while receiving support and mentorship... ...• Build and nurture relationships with high net worth clients • Utilize various...High net worthInternship
- ...sectors Support the Corporate Client Group ("CCG") mandate to... ...position as a trusted Financial Advisor Engage with RBC partners and... ...Experience in Corporate Banking, Investment Banking, Corporate Finance/... ...effectively in a team environment Highly developed EQ and ability to...Full time
- As a Banking Advisor at National Bank, you’ll embark on an evolving... ...experience and expertise: Listen to client needs, ask the right questions... ..., personal financing, investments, customized insurance coverage... ...essential if you want to access higher levels in this role. College diploma...Bank staffFlexible hours
$101.8k - $124.4k per year
...the role We’re looking for a Senior Security Advisor to join our growing team. What you’ll do... ...AWS and GCP (OCP and GKE), and ensuring high availability and operational readiness, including... ...Plan (ESPP): Intact matches 50% of your net shares. Defined‑benefit pension plan...- Drive financial growth and client success as a Senior Personal Banker at TD Canada Trust in Brampton. Specialize in investment advice and tailor strategies to meet client needs effectively... ...cooperative efforts Requirements: • High School diploma; degree in a related field...
- Elevate your career as a Supervisor with L3Harris in Waterdown, Ontario, focusing on high-tech manufacturing. Drive team performance while overseeing operational efficiency and lean initiatives. L3Harris seeks a Supervisor with strong leadership and communication skills....Work at office
- ...Solution Advisor will be a vital member of our pre‑sales team, responsible for demonstrating... ...teams, business development, sales teams, and clients, to drive the success of our solutions. As... ...Platform), and integration solutions highly desirable Proven ability to deliver customer...
- Embrace a rewarding career as a Financial Advisor at Sun Life, where you can make a meaningful impact on clients' lives. Enjoy flexibility, unlimited income potential,... ...financial roadmaps for clients • Recommend suitable investment and insurance products • Maintain ongoing client...Long term contractInternship
$65k - $95k per year
...design, technology, marketing and product. Our team of Learning Advisors are responsible for supporting the growth of BrainStation's products... ...to iterate on and curate bespoke digital learning products. Invest in understanding and creating long‑lasting relationships with industry...Work from homeFlexible hours$130 per hour
This role is for one of our clients We’re seeking experienced professionals based in the U.S., U.K.,... ...ideal for individuals with a strong background in investment banking who can apply their analytical and financial expertise to high-impact research and content creation. You’re a...For contractorsRemote work10 hours per week- Drive financial growth as a Personal Finance Advisor with Desjardins. Cultivate client relationships and provide tailored advice to meet diverse financial... ...two years of experience, you will recommend suitable investments, loans, and insurance products, ensuring member satisfaction...
- Elevate your career with Brightstar as a Senior Software Developer III focused on .NET backend development in Dieppe, NB. Work on exciting projects while implementing secure API design and best practices. This role is tailored for those with extensive experience, specializing...
- Shape the future of Arctic Bay students as a Junior High Generalist Teacher at Inuujaq School. This full-time role emphasizes culturally inclusive education and fosters community engagement. Join Qikiqtani School Operations in Arctic Bay, Nunavut, where your passion for education...Full timeLocal area
- Join Broadstreet Properties Ltd. as an Investment Analyst focused on detail-oriented analysis in a collaborative environment. This role offers exposure to public and private markets while working with a Portfolio Manager. The Investment Analyst will support investment research...Long term contract
- Join Mercor as a Remote Investment Analyst to shape the future of venture capital. This contract role focuses on market analyses, board presentations, and strategic decision-making. Mercor is seeking an experienced Investment Analyst to support its venture capital initiatives...Contract workRemote work10 hours per week
- ...Senior Back End Software Developer, focusing on Angular applications and .Net frameworks. This role demands expertise in API development and data management for enterprise applications. In this high-responsibility position, you will leverage over 10 years of experience to...
- ...Support Financial Planners in all administrative investment activities. Participate in business development activities with clients, optimizing interactions on technical,... ...compliance and risk management rules. Requirements High school diploma and 3years of relevant...Permanent employmentFull timePart timeFlexible hours
- Rejoignez l’équipe dynamique d’iA en tant qu’Analyste Senior des Risques d’Investissement. Contribuez à des modèles et rapports de gestion des risques dans un environnement hybride. Ce rôle clé avec iA demande un analyste senior visant à renforcer la gestion des risques d...
- Une carrière de Représentant ou Représentante services financiers en investissement à la Banque Nationale, c'est un emploi qui te permet de créer un impact positif auprès de la clientèle. Dans ce rôle, tu appuies spécifiquement les planificatrices et planificateurs financiers...ApprenticeshipFlexible hours
- ...an asset. Ability to work on cutting‑edge software solutions supporting advanced laboratory and simulation environments. Exposure to highly technical projects involving hardware integration and data analysis. Collaboration with experienced technical and engineering professionals...Long term contractContract workTemporary workMonday to friday
- ...search of an experienced Welder to enhance our forward-thinking team. In this crucial role, you will execute complex welds and fabricate high-heat metal structures with precision. Your expertise with engineering blueprints will aid in the safe and accurate completion of...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor for High-Net-Worth Clients. Be the first to apply!
Related searches
- investment advisor associate Winnipeg, MB
- investment advisor assistant Winnipeg, MB
- investment advisor Winnipeg, MB
- investment associate Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- mackenzie investments Winnipeg, MB
- investment advisor associate
- scotiamcleod investment associate
- investment advisor assistant
- investment advisor