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Investment Advisor

2 months ago

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

We are seeking a highly skilled and motivated 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 financial planning and investment advice.

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. Financial Planning and Advice: Provide personalized financial planning and investment advice to clients, leveraging RBC's extensive resources and expertise.
  3. Portfolio Management: Create and manage customized investment portfolios for clients, taking into account their risk tolerance, financial goals, and time horizon.
  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 outbound sales experience and a strong track record of success in financial services.
  2. Education: Completion of the Canadian Securities Course (CSC) or equivalent.
  3. Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  4. Passion for Financial Planning: A genuine passion for financial planning and a desire to help clients achieve their financial goals.
What We Offer
  1. Total Rewards Package: A comprehensive package that includes a base salary, commission, and benefits, designed to support your overall wellbeing.
  2. Autonomy and Flexibility: The opportunity to work independently and manage your own business, with the support of RBC's resources and guidance.
  3. Professional Development: Access to training and development programs to help you grow your skills and advance your career.
  4. Collaborative Culture: A supportive and inclusive team environment that values diversity and promotes a culture of innovation and excellence.
Why Join RBC?

Royal Bank of Canada is a leading financial institution with a long history of innovation and excellence. We are committed to building a diverse and inclusive workplace that values the unique perspectives and experiences of our employees. If you are a motivated and talented individual who is passionate about financial planning and wealth management, we encourage you to apply for this exciting opportunity.