High Net Worth Financial Planner

3 weeks ago


Orangeville, Ontario, Canada Royal Bank of Canada Full time

Are you passionate about providing personalized financial advice to high net worth individuals and families? Do you have a strong understanding of investment banking, consulting, and management?

About the Role

We are seeking an experienced Investment Advisor to join our team at Royal Bank of Canada (RBC). As an Investment Advisor, you will play a key role in helping your clients achieve their financial goals by providing expert guidance on investment management, private banking, and product services.

About the Salary

The estimated salary for this position is $80,000 - $150,000 per year, based on industry standards and location. Your total compensation package will include a base salary, commission, and other benefits.

About the Job

In this role, you will be responsible for building and maintaining client relationships, providing customized wealth plans, and leveraging RBC's extensive resources to create innovative solutions for your clients.

  • You will work closely with RBC partners, such as Personal & Commercial Banking and Insurance, to ensure your clients receive comprehensive support for their financial needs.
  • You will have the autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
  • You will have access to comprehensive training, mentorship, and career development programs to help you succeed in your role.
About the Required Skills and Qualifications

To be successful in this role, you will need:

  • 4-6 years of outbound sales experience and comfort with 100% commission.
  • A completed Canadian Securities Course (CSC) or equivalent qualification.
  • Strong relationship-building skills and an ability to connect with diverse individuals.
About the Benefits

As an Investment Advisor at RBC, you will enjoy a comprehensive total rewards package that prioritizes your overall well-being. This includes modern and flexible benefits, including parental leave, base salary, unlimited earning potential through commission and fees, autonomy to build and run your own business, potential to qualify for the prestigious President's Club Program, leaders who are invested in your success, a supportive inclusive culture, and flexible work arrangements.



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