High Net Worth Financial Advisor

1 week ago


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

Company Overview

The Royal Bank of Canada is a leading financial institution committed to empowering individuals and businesses to achieve their goals. As an Investment Advisor, you will be part of a dynamic team that provides expert guidance and support to clients in navigating complex financial markets.

Salary

The estimated annual salary for this position is $120,000 - $200,000, depending on experience and performance. This figure includes a base salary and unlimited earning potential through commission and fees.

Job Description

About the Role

We are seeking a highly motivated and experienced Investment Advisor to join our team. As an Investment Advisor, you will be responsible for building and maintaining relationships with high-net-worth clients, providing personalized financial planning and investment advice, and leveraging RBC's extensive resources to create customized portfolios and wealth plans.

Your Key Responsibilities

  • Build and maintain strong relationships with clients, understanding their unique financial goals and objectives.
  • Provide comprehensive financial planning and investment advice, tailored to each client's individual needs.
  • Leverage RBC's extensive resources, including research teams and investment specialists, to create customized portfolios and wealth plans.
  • Foster trusted, long-term relationships with clients, often spanning multiple generations.
  • Promote RBC's wealth management services to new and existing clients, identifying opportunities to grow business.

Required Skills and Qualifications

To succeed in this role, you will need:

A proven track record of success in sales and relationship-building, preferably in the financial industry.Strong knowledge of financial markets, products, and services, as well as regulatory requirements.Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.A self-motivated and results-driven approach, with a passion for delivering exceptional client service.Certifications such as the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM).

Benefits

As an Investment Advisor at RBC, you will enjoy a range of benefits, including:

A competitive base salary and unlimited earning potential through commission and fees.A comprehensive training program, designed to equip you with the skills and knowledge required to excel in your role.A supportive and inclusive work environment, with access to experienced mentors and coaches.A flexible work arrangement, allowing you to balance your professional and personal responsibilities.A range of employee benefits, including health insurance, retirement savings plans, and paid time off.

Others

We are committed to diversity, equity, and inclusion, and welcome applications from candidates who share our values. If you are passionate about delivering exceptional client service and have a proven track record of success in sales and relationship-building, we encourage you to apply.



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