Investment Advisor

6 days ago


Nanaimo, British Columbia, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Grow Your Business with RBC

As a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to provide expert financial advice and guidance to your clients, helping them navigate the complexities of wealth management.

Key Responsibilities:

  • You will work closely with high-net-worth individuals, families, and business owners to understand their financial needs and goals.
  • You will develop and implement customized financial plans and investment strategies to help your clients achieve their objectives.
  • You will leverage RBC's extensive resources and expertise to provide exceptional client service and support.
  • You will foster long-term relationships with your clients, providing ongoing guidance and advice to help them navigate the ever-changing financial landscape.

Requirements:

  • You have 4-6 years of experience in a sales or business development role, with a proven track record of success.
  • You have completed the Canadian Securities Course (CSC) or will prior to your start date.
  • 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 a diverse range of clients.

Preferred Qualifications:

  • Experience in a direct marketing role, financial services, or a related field.
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) designations.

What We Offer:

  • A comprehensive compensation package, including competitive base salary and commission structure.
  • Opportunities for professional development and growth, including training and mentorship programs.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
  • The chance to make a meaningful impact on the lives of your clients and contribute to the success of RBC.

Job Skills:

  • Client Counseling
  • Critical Thinking
  • Decision Making
  • Interpersonal Relationship Management
  • Interpersonal Relationships
  • Investment Banking
  • Investment Consulting
  • Investment Management
  • Private Banking
  • Product Services

Additional Job Details:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Language:

en-US
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