Investment Associate Private Banking

Found in: Jooble CA O C2 - 2 weeks ago


Edmonton AB, Canada RBC Full time

Job SummaryResolves deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations. Job DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. You have excellent people and problem-solving skills that help you build and maintain client relationships.Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.You have a passion for financial planning and a keen interest in portfolio management.You have strong relationship building skills and an ability to connect with all types of individuals.Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)Whats in it for you?A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leaveBase salary to get you started and unlimited earning potential through commission and fees.Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.Flexible work arrangements and leaders who support your needsboth personal and professionalJob SkillsConsulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:1074 103A ST SW:EDMONTONCity:EDMONTONCountry:CanadaWork hours/week:37.Wealth ManagementJob Type:RegularPay Type:CommissionPosted Date:2024-02-05Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
More similar jobs like "Investment Advisor"


  • Investment Associate Private Banking

    Found in: Jooble CA O C2 - 2 weeks ago


    Calgary, AB, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Investment Associate Private Banking

    Found in: Jooble CA O C2 - 2 weeks ago


    Lethbridge, AB, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. You have excellent people and...

  • Investment Associate Private Banking

    Found in: Jooble CA O C2 - 2 weeks ago


    Red Deer, AB, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. You have excellent people and...

  • Investment Associate Private Banking

    Found in: Jooble CA O C2 - 2 days ago


    Medicine Hat, AB, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. You have excellent people and...


  • Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Private client associate

    Found in: Jooble CA O C2 - 5 days ago


    Edmonton, AB, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (RBC PH&N IC) is one of Canadas leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with...

  • Private Banking Advisor

    Found in: Jooble CA O C2 - 5 days ago


    Edmonton, AB, Canada Knewin Full time

    Job Summary Job Description 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 client relationship team by delivering tailored advice and...


  • Edmonton, Canada TD Bank Full time

    413058BR Wealth Management Edmonton, AB June 30, 2023 Company Overview Department Overview This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the Private Client Service Associate (PCSA) will provide administrative support to the Senior...


  • Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the Private Client Service Associate (PCSA) will provide administrative...


  • Edmonton, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (RBC PH&N IC) is one of Canadas leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with...


  • Edmonton, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (RBC PH&N IC) is one of Canadas leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with...


  • Edmonton, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (RBC PH&N IC) is one of Canadas leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with...


  • Edmonton, Canada Knewin Full time

    Job SummaryJob DescriptionWhat 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 client relationship team by delivering tailored advice and...


  • Edmonton, Canada Knewin Full time

    Job SummaryJob DescriptionWhat 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 client relationship team by delivering tailored advice and...


  • Edmonton, Canada Knewin Full time

    Job SummaryJob DescriptionWhat 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 client relationship team by delivering tailored advice and...


  • Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Investment Counsel** provides...


  • Edmonton, Canada Scotiabank Full time

    Requisition ID: 153102 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • Edmonton, Canada Scotiabank Full time

    Requisition ID: 153103 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Private Banking Advisor

    Found in: Talent CA C2 - 1 week ago


    Edmonton, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat 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 client relationship team by delivering tailored advice and...

  • Private Banking Advisor

    Found in: beBee S CA - 2 days ago


    Edmonton, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat 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 client relationship team by delivering tailored advice and...