Investment Funds Advisor Opportunity

2 days ago


Vancouver, British Columbia, Canada Royal Bank of Canada Full time
Job Overview

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 Benefits

The 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
  1. Develop and nurture long-term relationships with clients, providing tailored investment recommendations and exceptional client service.
  2. Provide clients with general information on financial planning concepts, including tax, estate, and retirement planning.
  3. Improve client retention, asset consolidation, and referral opportunities by delivering high-quality client service and consistent, proactive support.
  4. Foster referrals from the Investment Funds Centre, RBC partners, and other centers of influence.
  5. Identify and connect clients with additional RBC services or partners as appropriate.
  6. Stay informed of regulatory changes and adopt practices accordingly to maintain compliance and operational excellence.
  7. Seek ways to optimize client service practices and contribute to a seamless, efficient client experience across the business.
Requirements
  • 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).
Preferred Qualifications
  • Bilingual proficiency in French, both written and spoken.
  • Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation.
About Us

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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