Investment Advisor

7 days ago


Charlottetown, Prince Edward Island, 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 with our company. Our comprehensive training and support will enable you to develop your skills and expertise in wealth management, investment banking, and portfolio management.

Key Responsibilities:

  • You will work closely with high-net-worth individuals, families, and business owners to understand their financial needs and develop customized wealth plans.
  • You will leverage RBC's extensive resources and expertise to create and manage investment portfolios that meet your clients' goals and risk tolerance.
  • You will foster long-term relationships with your clients by providing exceptional service, advice, and guidance.
  • You will collaborate with other RBC professionals to ensure a comprehensive understanding of your clients' financial situations and provide integrated solutions.

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 strong understanding of investment products and services.
  • You have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer:

  • A comprehensive compensation package, including a base salary and unlimited earning potential through commissions and fees.
  • A comprehensive training program to develop your skills and expertise in wealth management, investment banking, and portfolio management.
  • A supportive and inclusive work environment, with opportunities for career growth and development.
  • A competitive benefits package, including health, dental, and vision coverage, as well as a retirement savings plan.

Job Skills

Consulting, 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
  • Investment Advisor

    1 day ago


    Charlottetown, Prince Edward Island, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial Planning Specialist at Royal Bank of Canada, you will help clients achieve their financial goals while building a successful career. With our comprehensive resources and support, you will have the opportunity to develop your skills and expertise in financial planning, investment management,...

  • Investment Advisor

    1 day ago


    Charlottetown, Prince Edward Island, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial Planning Specialist at Royal Bank of Canada, you will help clients achieve their financial goals while building a successful career. With our comprehensive resources and support, you will have the opportunity to develop your skills and expertise in financial planning, investment management,...


  • Charlottetown, Prince Edward Island, Canada Sun Life Full time

    About the Role:Sun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and achieve financial independence.Key Responsibilities:Grow your business by prospecting within your network and in your communityMeet with prospects and clients to review...


  • Charlottetown, Prince Edward Island, Canada Sun Life Full time

    About the Role:Sun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and achieve financial independence.Key Responsibilities:Grow your business by prospecting within your network and in your communityMeet with prospects and clients to review...


  • Charlottetown, Prince Edward Island, Canada Sun Life Full time

    About the Role:Sun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and achieve financial independence.Key Responsibilities:Grow your business by prospecting within your network and in your communityMeet with prospects and clients to review...


  • Charlottetown, Prince Edward Island, Canada Sun Life Full time

    About the Role:Sun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business and achieve financial independence.Key Responsibilities:Grow your business by prospecting within your network and in your communityMeet with prospects and clients to review...


  • Charlottetown, Prince Edward Island, Canada Scotiabank Full time

    Requisition ID: 201183Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing... Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...


  • Charlottetown, Prince Edward Island, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is a leading financial institution that values relationship-focused investment and wealth management. We are seeking a resourceful and collaborative individual to join our team as an Associate.As a key member of our team, you will provide exceptional service and support to our clients...


  • Charlottetown, Prince Edward Island, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is a leading financial institution that values relationship-focused investment and wealth management. We are seeking a resourceful and collaborative individual to join our team as an Associate.As a key member of our team, you will provide exceptional service and support to our clients...

  • Senior Legal Advisor

    4 weeks ago


    Charlottetown, Prince Edward Island, Canada BDC Full time

    Join a Leading Financial Institution. Choosing BDC as your employer means becoming part of a dynamic, inclusive, and skilled environment that fosters collaboration among diverse teams where employees are empowered to make impactful decisions. It also means engaging in ambitious economic and financial initiatives that aim to innovate and support the success...


  • Charlottetown, Prince Edward Island, Canada BMO Full time

    Job Summary:We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. As a key member of our Wealth Management team, you will provide exceptional client service and administrative support to our Investment Advisors and branch operations.Key Responsibilities:Maintain and organize client databases and...

  • Banking Professional

    14 hours ago


    Charlottetown, Prince Edward Island, Canada National Bank Full time

    About the RoleThis is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Your Key ResponsibilitiesGreet clients and answer their questions in a friendly and approachable manner.Help clients use our banking applications and Automated Banking...

  • Banking Professional

    12 hours ago


    Charlottetown, Prince Edward Island, Canada National Bank Full time

    About the RoleThis is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Your Key ResponsibilitiesGreet clients and answer their questions in a friendly and approachable manner.Help clients use our banking applications and Automated Banking...


  • Charlottetown, Prince Edward Island, Canada National Bank Full time

    About the RoleThis is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Your Key ResponsibilitiesGreet clients and answer their questions in a friendly and approachable manner.Help clients use our banking applications and Automated Banking...


  • Charlottetown, Prince Edward Island, Canada National Bank Full time

    About the RoleThis is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Your Key ResponsibilitiesGreet clients and answer their questions in a friendly and approachable manner.Help clients use our banking applications and Automated Banking...

  • Investment Advisor

    2 months ago


    Charlottetown, Canada Royal Bank of Canada> 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 you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...


  • Charlottetown, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Small Business Advisor, Sherwood, Prince Edward Island Requisition ID: 201183Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are...


  • Charlottetown, Canada Scotiabank Full time

    Requisition ID: 201183 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Banking Advisor

    5 hours ago


    Charlottetown, Canada National Bank Full time

    Attendance On-Site Job Number 22188 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-Aug-2024 Location: Charlottetown, PEI City Charlottetown Province/State PEI Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile...


  • Charlottetown, Canada Scotiabank Full time

    Requisition ID: 201183Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...


  • Charlottetown, Canada Scotiabank Full time

    Requisition ID: 201183 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide...


  • Charlottetown, Canada Scotiabank Full time

       Requisition ID: 201183Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, the focus is to provide...


  • Charlottetown, Canada A.M. Financial Matters Inc. Full time

    **Investing in your future. Together.** **Discover a better place to grow your career: a place that’s caring, engaging and rewarding. We’re proud of our diverse culture of trust and respect. It’s a culture guided by solid leadership and collaboration from every member of our organization.** **Aileen Matters, an exclusive advisor of Co-operators, a...

  • Associate

    4 weeks ago


    Charlottetown, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...

  • Associate

    3 weeks ago


    Charlottetown, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...

  • Associate

    3 weeks ago


    CHARLOTTETOWN, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...