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Investment Advisor
2 months ago
Unlock Your Potential as an Investment Advisor
About the Role
As an 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. You will be responsible for building and maintaining client relationships, providing personalized financial advice, and creating customized investment plans.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
- Provide ongoing investment advice and portfolio management services to clients, ensuring their investments are aligned with their risk tolerance and financial objectives.
- Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions to meet their needs.
- Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients.
Requirements
- 4-6 years of outbound sales experience and a strong track record of success in high-value sales and business development.
- Completed the Canadian Securities Course (CSC) or will prior to start date.
- Passion for financial planning and a keen interest in portfolio management.
- Strong relationship-building skills and an ability to connect with all types of individuals.
What We Offer
- A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a lasting impact and contribute to the success of our clients and communities.
- Opportunities to work in a dynamic, collaborative, and progressive team environment.
Why Join RBC?
RBC is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
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