Asset Consultant

3 weeks ago


Nanaimo, Canada Royal Bank of Canada Full time
p>As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. li>You have excellent people and problem-solving skills that help you build and maintain client relationships.You’re 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 RBC's 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) A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits.RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that drives RBC’s high-performance culture, enables collective achievement of our strategic goals, and generates sustainable shareholder returns and above market shareholder value.Job Skills: Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.Employment Type: Full time

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