Senior Investment Advisor for High-Net-Worth Clients

2 weeks ago


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

Company Overview

Royal Bank of Canada is a leading financial institution committed to delivering trusted advice and wealth management solutions to its clients.

As a Senior Investment Advisor, you will play a key role in providing customized investment and wealth management advice to high-net-worth clients.

Estimated Salary: $48,000 - $65,000 per year, depending on experience and qualifications.

Job Description

This is an exciting opportunity to work with a dynamic team of professionals who share your passion for delivering exceptional client service and building long-term relationships.

Your primary responsibilities will include:

  • Providing personalized investment advice and wealth management strategies to high-net-worth clients
  • Conducting regular portfolio reviews and recommending adjustments as needed
  • Developing and implementing comprehensive financial plans tailored to each client's unique needs and goals
  • Collaborating with other team members to provide seamless service and support to clients

Required Skills and Qualifications

To be successful in this role, you will require:

  • A minimum of 7 years of experience in the investment industry, preferably with a focus on high-net-worth clients
  • Strong knowledge of investment products and services, including securities, investments, and wealth management strategies
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • A degree from a recognized university, preferably in a field related to finance or business
  • CFA designation (or equivalent) and/or CIM designation (or equivalent)
  • IIROC licensed as a Registered Representative (RR)

Benefits

In addition to a competitive salary and bonus structure, we offer a range of benefits and perks, including:

  • A comprehensive Total Rewards Program that includes flexible benefits and a generous retirement plan
  • Ongoing training and professional development opportunities to help you stay up-to-date with industry trends and best practices
  • The opportunity to work in a dynamic and collaborative environment with a talented team of professionals
  • Access to advanced technology and resources to support your success

Other Opportunities

At Royal Bank of Canada, we are committed to building a diverse and inclusive workplace that supports the growth and development of our employees. We offer a range of programs and initiatives to promote diversity, equity, and inclusion, including:

  • A mentorship program to support career advancement and professional development
  • A network of employee resource groups focused on diversity, equity, and inclusion
  • Regular feedback and coaching sessions to support performance improvement and goal setting

If you are passionate about delivering exceptional client service and building long-term relationships, we encourage you to apply for this exciting opportunity.



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