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Investment and Retirement Advisor
3 months ago
Position Overview
As an Investment and Retirement Advisor at Royal Bank of Canada, you will design personalized investment strategies for both potential and current clients. You will benefit from a robust support system that includes internal partners who will provide client referrals. Your enthusiasm, creativity, and commitment to driving investment sales will empower you to deliver exceptional advice and solutions that assist clients in reaching their long-term financial aspirations.
Key Responsibilities- Deliver customized financial advisory services utilizing our extensive range of investment and portfolio options, featuring top-tier proprietary and selected third-party mutual fund offerings.
- Attract and consolidate both existing and new clients and their assets.
- Facilitate connections between clients and appropriate RBC team members to ensure their ongoing needs are met.
- Establish external business referral networks through effective networking, marketing, and leveraging your professional connections.
Essential Requirements:
- Financial Planning Designation (PFP, CFP, or QAFP)
- Mutual Funds License (IFIC or CSC)
- A minimum of 2 years' experience in financial advisory roles
- Demonstrated skills in networking and client acquisition
- Ability to foster strong partnerships
- Proficiency in digital tools and mobile applications
- Fluency in English; proficiency in an additional language is advantageous
We are committed to fostering an environment that encourages growth, collaboration, and the delivery of trusted advice to help our clients succeed and our communities thrive. We value each team member's contributions and strive for mutual success.
Our Total Rewards Program includes:
- Flexible benefits package
- Competitive commission structure
- Pension plan options
- Comprehensive training programs and career advancement opportunities
- The opportunity to work within a dynamic, collaborative, and high-performing team that recognizes and rewards initiative and hard work
- A flexible work schedule tailored to client needs and your work/life balance
- Access to innovative mobile technology to support your success
Adaptability, Business Development, Client Focus, Curiosity
Commitment to InclusionAt Royal Bank of Canada, we embrace diversity and inclusion as essential components of innovation and growth. We are dedicated to building inclusive teams and creating an equitable workplace where all employees can express their authentic selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities. We also strive to provide an accessible candidate experience for all prospective employees. Please inform us if you require any accommodations during the recruitment process.
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