Investment Advisor

3 weeks ago

Kelowna, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
  • Develop and implement customized investment plans and portfolios to meet the unique needs of each client.
  • Provide exceptional client service and support to ensure client satisfaction and loyalty.
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice to clients.
Requirements
  • 4-6 years of outbound sales experience and a strong track record of success.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong relationship-building skills and the ability to connect with a diverse range of clients.
  • Passion for financial planning and a keen interest in portfolio management.
What We Offer
  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • The ability to make a meaningful impact and lasting difference in the lives of our clients.
  • A dynamic, collaborative, and progressive work environment.
Why Join RBC?

RBC is a leader in the financial services industry, and we are committed to building a diverse and inclusive team of talented professionals. As an Investment Advisor with RBC, you will have the opportunity to work with a talented team of experts and to make a real difference in the lives of our clients.

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