High Net Worth Financial Strategist

1 week ago


Sudbury, Ontario, Canada Royal Bank of Canada Full time

As a seasoned Investment Advisor at RBC Dominion Securities, you'll play a pivotal role in helping high-net-worth individuals, families, and business owners achieve their financial goals.

You'll leverage your exceptional people skills to build and maintain strong client relationships, driven by a passion for providing personalized planning and investment advice. By partnering with RBC's extensive network of wealth management resources, you'll create customized portfolios and wealth plans tailored to each client's unique needs.

Key to your success will be establishing and maintaining reciprocal relationships with RBC partners across various divisions, ensuring seamless support for clients in all aspects of their financial lives. This includes collaborating with Personal & Commercial Banking and Insurance teams to provide comprehensive solutions.

To excel in this role, you'll require:

  • A proven track record in direct marketing and financial services
  • Exceptional sales and business development skills, particularly in high-value settings
  • Strong relationship-building abilities, enabling effective connections with diverse clients
  • Completed certifications such as CPH, PFP, CIM, and CFA

RBC offers an attractive Total Rewards package that prioritizes your overall well-being, featuring flexible benefits, parental leave, and the autonomy to build and manage your own business within the RBC brand. Enjoy flexible work arrangements and supportive leaders who balance personal and professional needs.

The estimated annual salary for this position is approximately $120,000-$180,000, depending on location and experience. As a valued member of our team, you'll contribute to building inclusive teams and fostering an equitable workplace culture.



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