Investment Advisor
2 weeks ago
Unlock Your Potential as an Investment Advisor at RBC
About the Role
As a highly motivated and results-driven Investment Advisor at RBC, you will have the opportunity to build a successful career in financial services. With a strong focus on client relationships and personalized service, you will help your clients achieve their financial goals and grow their wealth.
Key Responsibilities
- Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
- Develop and implement customized financial plans and investment strategies to meet clients' unique needs.
- Provide exceptional client service and support to ensure client satisfaction and loyalty.
- Stay up-to-date with market trends and industry developments to provide expert advice and guidance to clients.
What We Offer
- A comprehensive compensation package, including a base salary and unlimited earning potential through commission and fees.
- A supportive and inclusive work environment that fosters collaboration and teamwork.
- Access to a wide range of training and development opportunities to help you advance your career.
- A competitive benefits package, including health and dental insurance, retirement savings, and more.
Requirements
- 4-6 years of outbound sales experience and a strong track record of success.
- Completed the Canadian Securities Course (CSC) or equivalent.
- Strong relationship-building skills and the ability to connect with clients from diverse backgrounds.
Nice to Have
- Experience in a direct marketing role or financial services industry.
- Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA) certifications.
Why RBC?
RBC is a leading financial institution with a strong reputation for excellence and a commitment to innovation. As an Investment Advisor at RBC, you will have the opportunity to work with a talented team of professionals who share your passion for financial services and your commitment to client satisfaction.
Join Our Team
At RBC, we are dedicated to building a diverse and inclusive workplace that reflects the communities we serve. We are committed to providing a work environment that is free from discrimination and harassment and where all employees feel valued, respected, and supported.
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