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Investment Advisor

2 months ago


Windsor, Ontario, Canada Royal Bank of Canada Full time
Job Summary

As a seasoned Investment Advisor at Royal Bank of Canada, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. With our extensive resources and guidance, you will be empowered to build and maintain long-term relationships with your clients, providing them with expert financial planning and investment advice.

Key Responsibilities
  • Develop and implement customized financial plans and investment strategies for clients.
  • Build and maintain strong relationships with clients, understanding their unique financial needs and goals.
  • Leverage RBC's extensive investment and wealth management resources to create tailored solutions for clients.
  • Stay up-to-date with industry trends and best practices, ensuring you remain a trusted advisor to your clients.
Requirements
  • 4-6 years of outbound sales experience, with a proven track record of success in high-value sales and business development.
  • Completion of the Canadian Securities Course (CSC) or equivalent.
  • Strong relationship-building skills, with the ability to connect with diverse individuals and build trust.
  • Passion for financial planning and a keen interest in portfolio management.
What We Offer
  • A comprehensive Total Rewards package, prioritizing your overall wellbeing and including flexible benefits.
  • Base salary and unlimited earning potential through commission and fees.
  • Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance.
  • Potential to qualify for the prestigious President's Club Program.
  • Leadership support, including mentorship and career development programs.
  • A supportive, inclusive culture and team that celebrates your unique perspectives and experiences.