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Wealth Management Advisor

3 months ago

Terrebonne, Quebec, Canada Royal Bank of Canada> Full time

Position Overview

Role Summary

We are seeking a qualified candidate to join our team in providing exceptional financial guidance.

What Awaits You?

As a Wealth Management Advisor at RBC, you will have the chance to oversee and enhance a portfolio of affluent clients. Your role involves conducting thorough evaluations of your clients' financial situations, fostering long-term relationships through expert advice, financial planning knowledge, and continuous support. Your drive to meet objectives and your enthusiasm for comprehensive financial planning will empower you to deliver outstanding advice and solutions that assist clients in achieving their financial aspirations. With a combination of fixed and performance-based compensation, you can shape the future you envision for yourself and your clients.

Key Responsibilities

  • Deliver customized financial planning strategies to assist clients in reaching their objectives, utilizing our extensive range of investment, credit, and banking services.
  • Proactively manage and grow your client portfolio through relationship management techniques, meeting performance benchmarks.
  • Build and nurture relationships with service partners and local markets to maximize business prospects and referrals.

Qualifications for Success

Essential Requirements

  • Financial Planning Designation (IPF).
  • Mutual Funds License (IFIC or CSC).
  • At least 3 years of experience in financial planning.
  • Demonstrated networking and client acquisition capabilities.
  • Ability to cultivate a robust referral network.
  • Fluency in French is required to serve our French-speaking clientele.

What We Offer

We thrive on the challenge to excel, embrace innovative thinking for growth, and collaborate to provide trusted advice that empowers our clients and enriches our communities. We prioritize mutual success, personal development, and making a positive impact.

  • Full-time employment status with unlimited earning potential and comprehensive benefits.
  • Collaborate with a dynamic, inclusive, and high-performing team.
  • Access to a world-class training program in financial services.
  • Flexible options for work-life balance.

Core Competencies

Business Development, Client Focus, Communication, Strategic Planning.

Commitment to Diversity

At RBC, we value diversity and inclusion as drivers of innovation and growth. We are dedicated to fostering inclusive teams and creating an equitable workplace where all employees can express their authentic selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.

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