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Financial Services Consultant
1 month ago
Royal Bank of Canada (RBC) is a leading provider of financial services, and we're seeking an experienced Investment Advisor to join our team. As a key member of our wealth management group, you'll have the opportunity to build strong relationships with clients, provide personalized advice, and help them achieve their financial goals.
This role is ideal for self-motivated individuals who are passionate about delivering exceptional client service and building a successful career in financial services. If you're a skilled communicator, a strategic thinker, and a results-driven professional, we encourage you to apply.
About the Role:
- You will be responsible for providing high-quality investment advice to clients, including portfolio management, retirement planning, and estate planning.
- You will work closely with clients to understand their financial objectives, risk tolerance, and time horizons.
- You will develop and implement customized investment strategies to help clients achieve their financial goals.
- You will maintain strong relationships with existing clients, as well as identify new business opportunities through networking and referrals.
- You will stay up-to-date on industry trends, market developments, and regulatory changes that impact your clients' investments.
Requirements:
- 4-6 years of experience in sales, marketing, or a related field.
- CSC (Canadian Securities Course) certification or equivalent.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Ability to work independently and as part of a team, with a focus on delivering excellent client service.
- Passion for financial planning and portfolio management.
What We Offer:
- A competitive total rewards program, including base salary and commission-based compensation.
- Opportunities for professional development, training, and mentorship.
- A dynamic and supportive work environment, with a focus on collaboration and teamwork.
- The chance to make a meaningful impact on clients' lives and contribute to the growth and success of RBC's wealth management business.
Location: Nanaimo, BC
Job Type: Full-time
Pay Type: Commission
Estimated Salary: $60,000 - $80,000 per year
