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Investment Advisor

2 months ago

Red Deer, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Grow Your Business with RBC

As a Financial Planning Specialist at Royal Bank of Canada, you will help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will have the tools to succeed in the financial services industry.

Key Responsibilities:

  • You will work closely with clients to understand their financial needs and develop personalized financial plans.
  • You will leverage RBC's extensive resources and expertise to create customized investment portfolios and wealth management strategies.
  • You will foster long-term relationships with clients and provide ongoing financial guidance and support.
  • You will collaborate with RBC partners to ensure clients receive comprehensive financial services.

Requirements:

  • You have 4-6 years of experience in financial services or a related field.
  • You have completed the Canadian Securities Course (CSC) or will prior to your start date.
  • You have a passion for financial planning and a keen interest in portfolio management.
  • You have strong relationship-building skills and an ability to connect with diverse clients.

Preferred Qualifications:

  • Experience in direct marketing, financial services, and high-value sales and business development.
  • Completion of the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

What We Offer:

  • A comprehensive Total Rewards package that prioritizes your overall well-being.
  • Base salary and unlimited earning potential through commission and fees.
  • Autonomy to build and run your own business within the RBC brand.
  • Potential to qualify for the prestigious President's Club Program.
  • Leaders who are invested in your success and provide mentorship and career development opportunities.
  • A supportive, inclusive culture and team that celebrates your unique perspectives and background.
  • Flexible work arrangements and leaders who support your needs.

Job Skills:

  • Client Counseling
  • Critical Thinking
  • Decision Making
  • Interpersonal Relationship Management
  • Interpersonal Relationships
  • Investment Banking
  • Investment Consulting
  • Investment Management
  • Private Banking
  • Product Services

Additional Job Details:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Language:

en-US