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Investment Advisor

2 months ago


Windsor, Ontario, Canada Royal Bank of Canada Full time
Unlock Your Potential as an Investment Advisor

At Royal Bank of Canada, we're committed to helping you grow your business and achieve your goals. As an Investment Advisor, you'll have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with expert financial planning and investment advice.

Key Responsibilities:
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Develop and implement customized investment plans, leveraging RBC's extensive resources and expertise.
  • Stay up-to-date with market trends and regulatory changes, ensuring your clients' portfolios are optimized for success.
  • Collaborate with RBC partners to provide comprehensive financial solutions, including banking, insurance, and wealth management services.
What We Offer:
  • A competitive base salary and unlimited earning potential through commission and fees.
  • A comprehensive benefits package, including health, dental, and vision coverage, as well as a retirement savings plan.
  • Opportunities for professional development and growth, including training and mentorship programs.
  • A supportive and inclusive work environment, with a diverse team of professionals who share your passion for financial services.
Requirements:
  • 4-6 years of outbound sales experience, with a proven track record of success in high-value sales and business development.
  • Completion of the Canadian Securities Course (CSC) or equivalent certification.
  • Strong relationship-building skills, with the ability to connect with clients from diverse backgrounds and industries.
Preferred Qualifications:
  • Experience in a direct marketing role, with a focus on financial services and wealth management.
  • Completion of advanced certifications, such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), or Chartered Investment Manager (CIM).