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Investment Advisor
2 months ago
As a Financial Services Specialist, you will be responsible for building and managing long-term client relationships, leveraging your investment strategy to create customized wealth management and investment services, and fostering trusted relationships with RBC partners.
We seek passionate, open-minded individuals with a wide range of academic backgrounds, work experiences, perspectives, thinking styles, and expertise.
Key Responsibilities:
* Establish a client base of high net worth individuals, families, business owners, and foundations and manage their complex financial needs
* Leverage your investment strategy to create customized wealth management and investment services for your clients
* Foster trusted, often multi-generational, long-term relationships using personalized service and advice
* Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.
Requirements:
* 4-6 years of outbound sales experience and are comfortable earning 100% commission
* Completed the Canadian Securities Course (CSC) or will prior to your start date
* Self-motivated, have integrity and empathy, and a commitment to a career as a Financial Services Specialist
* Excellent communications skills
Nice to have:
* Experience in a direct marketing role, financial services, and shown success in high-value sales and business development, regardless of industry/discipline
* Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM)
What's in it for you:
* Base salary to get you started
* Unlimited earning potential and full benefits
* Autonomy to build and run your own business, in a flexible environment
* Programs designed to support you including mentorship, parental leave, and development
* Management focused on helping you grow
* Investment solutions backed by top-ranked research
Job Skills:
Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services
Additional Job Details:
* Work hours/week: 37.5
* Employment Type: Full time
* Platform: WEALTH MANAGEMENT
* Job Type: Regular
* Pay Type: Commission
At Royal Bank of Canada, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
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