Investment Advisor

4 weeks ago

Oakville, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Unlock your potential as a Financial Planning and Portfolio Management Expert at RBC

As a Financial Planning and Portfolio Management Expert at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert advice and guidance to your clients, helping them navigate the complexities of wealth management.

What you do best:

  • You have excellent communication and problem-solving skills that enable you to build strong relationships with clients.
  • You are a self-motivated individual who is driven to succeed and make a meaningful impact in the lives of your clients.
  • You have a passion for financial planning and portfolio management, and are committed to staying up-to-date with the latest industry trends and best practices.

How you'll succeed in this role:

  • Leverage RBC's extensive resources and expertise to provide customized financial planning and portfolio management solutions to your clients.
  • Foster long-term relationships with your clients by providing exceptional service and advice.
  • Collaborate with other RBC professionals to ensure that your clients receive comprehensive and integrated financial solutions.

A few details about what we're looking for:

  • You have 4-6 years of experience in financial services and are comfortable working in a fast-paced environment.
  • You have completed the Canadian Securities Course (CSC) or will prior to your start date.
  • You have a strong understanding of financial planning and portfolio management principles and practices.

Nice to have:

  • Experience in a leadership role, with a proven track record of success in managing teams and driving business growth.
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What's in it for you?

At RBC, we offer a comprehensive compensation package that includes a base salary, commission, and benefits. You will also have the opportunity to develop your skills and knowledge through our comprehensive training programs and mentorship opportunities. Additionally, you will be part of a dynamic and supportive team that is committed to helping you succeed in your career.

  • A comprehensive Total Rewards package that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave
  • Base salary to get you started 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 in a flexible environment.
  • Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
  • Leaders who are invested in your success, including mentorship and career development programs.
  • A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.
  • Flexible work arrangements and leaders who support your needs—both personal and professional

Job Skills

Financial Planning, Portfolio Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Employment Type:

Full time

Pay Type:

Commission

Posted Date:

2024-02-09

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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