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Investment Advisor

2 months ago

Abbotsford, British Columbia, Canada Royal Bank of Canada> Full time
About the Role

We are seeking a highly motivated and experienced Investment Advisor to join our Wealth Management 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
  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their financial needs and goals.
  • Develop and implement customized investment plans and portfolios to meet the unique needs of each client.
  • Provide ongoing portfolio management and monitoring to ensure that clients' investments are aligned with their goals and risk tolerance.
  • Stay up-to-date with market trends and economic conditions to provide informed investment advice to clients.
  • Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to provide comprehensive financial solutions to clients.
Requirements
  • 4-6 years of experience in outbound sales and a strong track record of success in high-value sales and business development.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong passion for financial planning and portfolio management, with a keen interest in investment banking and wealth management.
  • Excellent relationship-building skills and ability to connect with diverse individuals.
What We Offer
  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a lasting impact and contribute to the growth of our Wealth Management team.
  • Opportunities to work in a dynamic, collaborative, and progressive team environment.
  • Access to ongoing training and professional development opportunities to enhance your skills and knowledge.