Posted 29 days ago
Wealth Advisor
@ RBC Dominion Securities Inc.
Calgary, Alberta
Overview
RBC Dominion Securities is hiring a Wealth Advisor at its Calgary Dome 704 branch to manage a selection of clients and grow the business. The role covers client portfolio management, financial planning and business development, working alongside a lead Portfolio Manager. Pay is salaried with bonuses, commissions and stock where applicable, for 37.5 hours a week.
Responsibilities:
- Manage and advise a selection of clients on investments
- Develop personalized investment strategies and rebalance portfolios
- Conduct comprehensive financial analysis and planning
- Develop new business with referral partners and prospects
Requirements summary:
- CIRO Registered Representative approval (must-have)
- At least 10 years of related industry and client-facing experience (must-have)
- CIM or CFA designation completed (must-have)
Tools & skills
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-10-08
- First seen by our source
- 2026-10-14
- Source record updated
- 2026-11-05
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business development |
| Experience | 10+ years |
| Hours per week | 37.5 |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | CIRO Registered Representative, CIM, CFA |
| Perks mentioned | Flexible hours, Performance bonus, Stock or equity |
Summary and details written by AI from the posting; the employer’s posting is the authority.
RBC Dominion Securities Inc.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
- LinkedIn followers
- 55,794
- People associated on LinkedIn
- 6,107
- Reported office locations
- 155 Wellington Street West, Toronto, ON M5V 3K7, CA
- Other recorded names
- RBC Dominion Securities
- Specialties
- Investing and Portfolio Management
- Estate Planning
- Retirement Planning
- Business Financial Planning
- Not-For-Profit Organizations
- and High-Net-Worth Portfolios
- Profile identifies a recruitment agency
- No
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and…
| Field | Value |
|---|---|
| Industry | Investment Management |
| Company size | 5,001-10,000 employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Year founded | 1901 |
| Specialties | Investing and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios |
| Open jobs on Jobsy | 134 |
| View page |
Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The Calgary Dome 704 RBC Dominion Securities branch is seeking a Wealth Advisor to join one of our top teams.
As a Wealth Advisor, you will be responsible for managing a selection of clients, providing proactive advice and support to those clients and working closely with the lead Portfolio Manager, helping deepen existing relationships and welcoming new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.
What will you do?
- Client Portfolio & Relationship Management
- Assess client’s financial goals, risk tolerance and investment timeline.
- Develop and implement personalized investment strategies.
- Under the direction of the lead Portfolio Manager, select and manage a diversified portfolio of investments.
- Monitor performance and rebalance as needed.
- Financial Planning and Analysis
- Conduct comprehensive financial analysis and planning
- Identify opportunities for asset consolidation and referrals across the existing client base.
- Business Development
- Development of new business working with COIs, RBC partners and prospects.
What do you need to succeed?
Must-have
- Must be approved as a Registered Representative (RR) with CIRO
- Must have at least 10 years of related industry experience and client-facing responsibilities.
- Completion of the CIM/CFA designation
What’s in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
- Challenging work that will help you grow professionally
- Ongoing opportunities to build close relationships with clients
Job Skills
Client Base, Client Prospecting, Financial Planning, Investment Strategies, Wealth ManagementAdditional Job Details
Address:
333 7 AVE SW:CALGARYCity:
CalgaryCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-07-20Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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