Investment Advisor

4 days ago


Brantford, 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 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
  1. Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their financial needs and goals.
  2. Develop and implement customized investment plans and portfolios to meet the unique needs of each client.
  3. Provide ongoing investment advice and guidance to clients, including market analysis and portfolio rebalancing.
  4. Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to ensure clients receive comprehensive financial services.
Requirements
  1. 4-6 years of outbound sales experience and a strong track record of success in high-value sales and business development.
  2. Completed the Canadian Securities Course (CSC) or equivalent.
  3. Strong passion for financial planning and a keen interest in portfolio management.
  4. Excellent relationship-building skills and ability to connect with diverse individuals.
Preferred Qualifications
  1. Experience in a direct marketing role, financial services, and high-value sales and business development.
  2. Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
What We Offer

As an Investment Advisor at Royal Bank of Canada, you will have the opportunity to work with a talented team of professionals who are dedicated to helping our clients achieve their financial goals. We offer a comprehensive Total Rewards package, including a base salary, unlimited earning potential through commission and fees, and a range of benefits and perks.

  1. A comprehensive Total Rewards package that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave.
  2. Base salary to get you started and unlimited earning potential through commission and fees.
  3. Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
  4. Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
  5. Leaders who are invested in your success, including mentorship and career development programs.
  6. A supportive, inclusive culture and team that celebrates your unique perspectives, background, and experience.
  7. Flexible work arrangements and leaders who support your needs—both personal and professional.
Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.


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