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Investment Advisor

2 months ago

Sault Ste Marie, Ontario, 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 the 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 guidance.

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 investment advice and guidance to clients to help them achieve their financial objectives.
  • Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to ensure clients receive comprehensive financial services.

Requirements

  • 4-6 years of experience in outbound sales or a related field, with a proven track record of success in high-value sales and business development.
  • Completed the Canadian Securities Course (CSC) or equivalent, with a strong understanding of investment products and services.
  • Strong relationship-building skills, with the ability to connect with a diverse range of clients and stakeholders.
  • Passion for financial planning and a keen interest in portfolio management.

What We Offer

  • A comprehensive Total Rewards package, including a competitive base salary, commission, and benefits.
  • Opportunities for career growth and professional development, with access to training and mentorship programs.
  • A supportive and inclusive work environment, with a diverse team of professionals who share a passion for delivering exceptional client service.
  • The chance to work with a leading financial institution, with a strong reputation for integrity and excellence.

Job Skills

  • Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.