Wealth Creation Strategist

2 weeks ago

Kelowna, British Columbia, Canada Royal Bank of Canada Full time
Investment Advisor Opportunity

Are you a driven professional seeking a challenging role where you can help your clients achieve their financial goals? As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to build and maintain relationships with high-net-worth individuals, families, and business owners.

About the Role

This is a full-time position that offers a comprehensive Total Rewards Program, including a competitive compensation package and flexible benefits. You will be part of RBC's high-performance culture, which values innovation, growth, and diversity.

Key Responsibilities
  1. Develop and implement customized investment plans for clients, leveraging RBC's extensive resources and expertise in wealth management.
  2. Built and maintain strong relationships with clients, understanding their financial goals and providing personalized advice and guidance.
  3. Leverage RBC's network of partners, including Personal & Commercial Banking and Insurance, to provide comprehensive support to clients.
Requirements
  • Strong people skills, with the ability to connect with diverse individuals and build trust-based relationships.
  • Excellent problem-solving and analytical skills, with the ability to interpret complex financial data and provide actionable advice.
  • Completed relevant certifications, such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
What We Offer

A comprehensive compensation package, including a base salary range of $60,000 - $100,000 per year, depending on experience, plus performance bonuses and benefits.

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