Wealth Management Investment Advisor

Build lasting client relationships as an Investment Advisor in Victoria, using financial planning and portfolio management expertise at RBC Dominion Securities.This full-time Wealth Management position supports high-net-worth individuals, families, and business owners. You will provide personalized advice, create customized portfolios, and manage complex financial needs. Success requires strong people skills, problem-solving ability, and meaningful relationship building.Key Responsibilities:
Build a client base of high-net-worth individuals and business ownersCreate customized portfolios and wealth plans for clientsProvide personalized financial planning and investment adviceFoster trusted, long-term and multi-generational client relationshipsCoordinate with RBC banking and insurance partnersRequirements:
Four to six years of outbound sales experienceComfort earning 100% commissionCompleted CIRE and Retail Securities Exam requirementsPassion for financial planning and portfolio managementStrong relationship-building and communication skillsBring investment management, client counseling, and relationship expertise to RBC Dominion Securities clients in Victoria.
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