Investment Advisor

2 weeks ago


Stratford, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

As a Financial Planning and Management Professional at Royal Bank of Canada, you will have the opportunity to help clients achieve their financial goals while developing your own career and business.

With a strong focus on portfolio management and financial planning, you will be responsible for building and maintaining client relationships, providing investment advice, and creating customized wealth plans.

You will be part of a dynamic and supportive team that values innovation, growth, and client satisfaction.

Key Responsibilities:

  • Build and maintain strong client relationships through exceptional customer service and tailored financial planning.
  • Develop and implement comprehensive investment strategies to meet clients' financial goals and risk tolerance.
  • Stay up-to-date with market trends and regulatory changes to provide expert advice and guidance to clients.
  • Collaborate with cross-functional teams to provide a holistic approach to client service and wealth management.

Requirements:

  • 4-6 years of experience in financial planning, portfolio management, or a related field.
  • Strong understanding of investment products, financial planning principles, and regulatory requirements.
  • Excellent communication and interpersonal skills to build and maintain client relationships.
  • Ability to work in a fast-paced environment and adapt to changing market conditions.

Benefits:

  • Competitive base salary and unlimited earning potential through commission and fees.
  • Comprehensive training and development programs to enhance your skills and knowledge.
  • Opportunities for career advancement and professional growth within the company.
  • Flexible work arrangements and a supportive work environment.

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