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Investment Advisor

2 months ago

Orangeville, Ontario, Canada RBC - Royal Bank Full time

Job Summary

Job Description

Grow Your Business with RBC

As a Financial Planning Specialist at RBC, you will help clients achieve their financial goals while building a successful career. With our comprehensive resources and support, you will have the opportunity to develop your skills and expertise in financial planning and wealth management.

Key Responsibilities:

  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
  • Develop and implement customized financial plans and investment strategies to meet clients' needs.
  • Leverage RBC's extensive resources and expertise to provide exceptional client service and support.
  • Collaborate with RBC partners to ensure clients receive comprehensive financial solutions.

Requirements:

  • 4-6 years of experience in outbound sales or a related field.
  • Canadian Securities Course (CSC) or equivalent certification.
  • Strong relationship-building skills and ability to connect with diverse clients.
  • Passion for financial planning and portfolio management.

What We Offer:

  • Comprehensive Total Rewards package, including flexible benefits and unlimited earning potential.
  • Autonomy to build and run your own business within the RBC brand.
  • Leadership development programs and mentorship opportunities.
  • A supportive, inclusive culture that values diversity and inclusion.

Job Skills:

  • Client Counseling
  • Critical Thinking
  • Decision Making
  • Interpersonal Relationship Management
  • Investment Banking
  • Investment Consulting
  • Investment Management
  • Private Banking
  • Product Services

Additional Job Details:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Language:

en-US