Investment Advisor

5 days ago


Surrey, 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:

  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
  • Develop and implement customized financial plans and investment strategies to meet the unique needs of your clients.
  • Leverage RBC's extensive resources and expertise to provide exceptional service and advice to your clients.
  • Foster long-term relationships with clients through personalized service and regular communication.

Requirements:

  • 4-6 years of experience in outbound sales or a related field.
  • Canadian Securities Course (CSC) or equivalent certification.
  • Strong relationship-building skills and ability to connect with diverse clients.
  • Passion for financial planning and portfolio management.

Preferred Qualifications:

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

What We Offer:

  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
  • Leadership and coaching to support your career development.
  • The opportunity to make a meaningful impact on your clients' lives and the community.
  • A dynamic, collaborative, and progressive work environment.

Job Skills:

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

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