Investment Advisor

1 week ago

Calgary, Alberta, Canada Royal Bank of Canada Full time
Unlock Your Potential as an Investment Advisor

At Royal Bank of Canada, we're committed to helping you grow your business and achieve your goals. As an Investment Advisor, you'll have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with expert financial planning and investment advice.

Key Responsibilities:
  • Build and maintain strong relationships with clients, understanding their unique financial needs and goals.
  • Develop and implement customized investment plans, leveraging RBC's extensive resources and expertise.
  • Stay up-to-date with market trends and regulatory changes, ensuring your clients receive the best possible advice.
  • Collaborate with RBC partners to provide comprehensive financial solutions to clients.
What We Offer:
  • A competitive base salary and unlimited earning potential through commission and fees.
  • A comprehensive benefits package, including parental leave and flexible work arrangements.
  • Opportunities for professional development and career advancement.
  • A supportive and inclusive work environment that values diversity and inclusion.
Requirements:
  • 4-6 years of outbound sales experience and a passion for financial planning.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong relationship-building skills and the ability to connect with diverse clients.
Preferred Qualifications:
  • Experience in direct marketing, financial services, or a related field.
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), or Chartered Investment Manager (CIM) designations.

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