Investment Advisor

1 week ago


Pickering, Ontario, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly motivated and experienced Investment Advisor to join our team at Royal Bank of Canada. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert investment advice and portfolio management services.

Key Responsibilities
  1. Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their financial needs and goals.
  2. Investment Planning: Develop and implement customized investment plans to help clients achieve their financial objectives.
  3. Portfolio Management: Manage and maintain client portfolios, ensuring that investments are aligned with their risk tolerance and financial goals.
  4. Business Development: Identify new business opportunities and develop strategies to grow your client base and increase revenue.
Requirements
  1. Experience: 4-6 years of experience in outbound sales and/or investment advisory services.
  2. Education: Completion of the Canadian Securities Course (CSC) or equivalent.
  3. Skills: Strong relationship-building skills, excellent communication and interpersonal skills, and a passion for financial planning and portfolio management.
What We Offer
  1. Total Rewards Package: A comprehensive package that includes a base salary, commission, and benefits.
  2. Autonomy: The opportunity to build and run your own business within the RBC brand, leveraging our resources and guidance.
  3. Professional Development: Access to training and development programs to help you grow your skills and advance your career.
  4. Supportive Culture: A collaborative and inclusive work environment that values diversity and promotes work-life balance.
Why Join Us

At Royal Bank of Canada, we are committed to building a diverse and inclusive workplace that values the unique perspectives and experiences of our employees. We offer a dynamic and supportive environment that allows you to grow your career and make a meaningful contribution to our clients' financial success.


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