Senior Financial Planning Professional

1 week ago

Victoria, British Columbia, Canada Royal Bank of Canada Full time

Company Overview

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Royal Bank of Canada (RBC) is a leading financial institution with a long history of providing top-notch services to its clients. With a strong commitment to innovation and customer satisfaction, RBC has become one of the most trusted banks in the industry.

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About This Opportunity

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We are seeking a skilled Investment Advisor to join our team of experienced professionals. As an Investment Advisor at RBC, you will be responsible for helping your clients achieve their financial goals by providing personalized investment advice and portfolio management. Our ideal candidate will have excellent communication skills, a passion for finance, and a drive to succeed in a fast-paced environment.

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The Role

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This role involves:

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  • Building relationships: Establishing trust with high-net-worth individuals, families, and business owners to understand their financial goals and objectives;">
  • Providing investment advice: Creating customized portfolios and wealth plans that align with clients' risk tolerance and investment objectives;">
  • Leveraging RBC resources: Utilizing RBC's extensive investment and wealth management resources to deliver exceptional service and expertise;">
  • Fostering partnerships: Building reciprocal relationships with other RBC partners to ensure seamless support for clients across various aspects of their financial lives;">
  • Staying up-to-date: Staying current with market trends, regulatory changes, and product offerings to provide informed guidance to clients.">
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What We Offer

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As an Investment Advisor at RBC, you can expect:

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  • A competitive salary: $120,000 - $180,000 per year, based on experience and production; this figure includes base salary and performance-based bonuses;">
  • Comprehensive benefits package; including medical, dental, and vision coverage, as well as a 401(k) or RRSP matching program;">
  • Opportunities for growth and development; through ongoing training and coaching, you'll stay up-to-date on industry trends and best practices;">
  • A dynamic work environment; collaborate with a talented team of professionals who share your passion for finance and customer satisfaction;">
  • Flexibility and autonomy; manage your schedule and client relationships with flexibility, ensuring a healthy work-life balance.">
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Requirements

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To be successful in this role, you'll need:

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  • 4-6 years of outbound sales experience, preferably in a commission-based environment;">
  • Certifications such as the Canadian Securities Course (CSC) or Personal Financial Planner (PFP);">
  • Strong relationship-building skills, with the ability to connect with diverse individuals and groups;">
  • Knowledge of financial planning principles and portfolio management strategies;">
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues.">

Nice to Have

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We welcome candidates with:

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  • Experience in direct marketing roles, financial services, and high-value sales;">
  • Certifications such as Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA), or Conduct and Practices Handbook (CPH);">
  • Relevant coursework or education in finance, accounting, or a related field.">

Inclusion and Diversity

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We strive to create an inclusive and equitable workplace where everyone feels valued and empowered to contribute their unique perspectives and talents. If you're passionate about making a difference and driving positive change, we encourage you to apply.

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About RBC

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Royal Bank of Canada (RBC) is a global leader in banking and financial services, serving over 17 million customers worldwide. We're committed to delivering exceptional service and innovative solutions that help our clients thrive in a rapidly changing world.

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How to Apply

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Ready to take the next step in your career? Apply now to join our team of dedicated professionals who share your passion for finance and customer satisfaction.

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