Investment Funds Advisor Opportunity
2 days ago
Royal Bank of Canada seeks an experienced Investment Funds Advisor to join our team. This role is a critical part of our wealth management services, and the successful candidate will play a key role in delivering exceptional client experiences.
Salary and BenefitsThe estimated annual salary for this position ranges from $80,000 to $100,000, depending on factors such as experience, skills, registration status, market conditions, and business needs.
In addition to a competitive base salary, this role may be eligible for discretionary/variable incentive payments.
Key Responsibilities- Develop and nurture long-term relationships with clients, providing tailored investment recommendations and exceptional client service.
- Provide clients with general information on financial planning concepts, including tax, estate, and retirement planning.
- Improve client retention, asset consolidation, and referral opportunities by delivering high-quality client service and consistent, proactive support.
- Foster referrals from the Investment Funds Centre, RBC partners, and other centers of influence.
- Identify and connect clients with additional RBC services or partners as appropriate.
- Stay informed of regulatory changes and adopt practices accordingly to maintain compliance and operational excellence.
- Seek ways to optimize client service practices and contribute to a seamless, efficient client experience across the business.
- Completion of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC).
- 7-10 years of client-facing experience in the investment industry.
- 5+ years as a dedicated advisor managing client investment needs.
- Proven expertise in business development and relationship-building.
- Financial Planning Designation (PFP or CFP).
- Bilingual proficiency in French, both written and spoken.
- Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation.
Royal Bank of Canada is a leading asset management firm committed to delivering trusted advice to help clients thrive and communities prosper. We foster a culture of collaboration, teamwork, and excellence in money management.
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