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Portfolio Manager
2 months ago
We are seeking a highly skilled Portfolio Manager to join our team at Royal Bank of Canada. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.
About the Role- We offer a comprehensive compensation package including a base salary and performance-based bonuses, with an estimated annual salary of $120,000 - $180,000 CAD.
- You will work closely with clients to understand their financial goals and develop personalized investment plans tailored to their needs.
- Utilize your expertise in portfolio management to create customized investment portfolios that align with client objectives.
- Cultivate strong relationships with clients through exceptional customer service and timely communication.
- Stay up-to-date on industry trends and regulatory changes to provide informed guidance to clients.
- 4-6 years of experience in outbound sales, preferably in a direct marketing role or financial services industry.
- Completed the Canadian Securities Course (CSC) or equivalent certification.
- Demonstrated passion for financial planning and portfolio management, with a keen interest in delivering high-value sales and business development.
- Excellent relationship-building skills, with the ability to connect with diverse individuals.
- A Total Rewards Program offering competitive compensation, flexible benefits, and opportunities for growth and professional development.
- Leaders who support your career advancement through coaching and managing opportunities.
- The ability to make a meaningful impact and lasting difference in the lives of our clients.
- Work in a dynamic, collaborative environment with like-minded professionals.
