Strategic Financial Advisor

1 week ago


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

Job Summary

Overview

Foster long-term relationships with high-net-worth individuals and families to provide tailored investment advice and financial planning services.

As a Strategic Financial Advisor at Royal Bank of Canada, you will help clients achieve their financial goals while leveraging our resources and expertise to support your career and business growth.

About the Role

  • Utilize your excellent people and problem-solving skills to build and maintain strong relationships with clients.
  • Work autonomously to develop and implement customized investment plans and financial strategies.
  • Collaborate with our extensive network of partners and experts to provide comprehensive wealth management solutions.
  • Stay up-to-date with industry trends and best practices to continuously improve your skills and knowledge.

Requirements

  • 4-6 years of outbound sales experience and a passion for financial planning.
  • Canadian Securities Course (CSC) or equivalent certification.
  • Strong relationship-building skills and the ability to connect with high-net-worth individuals.

What We Offer

  • A comprehensive Total Rewards package, including flexible benefits and unlimited earning potential through commission and fees.
  • Opportunities for career growth and professional development, including mentorship and training programs.
  • A supportive and inclusive work environment that celebrates diversity and promotes collaboration.

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Inclusion and Equal Opportunity Employment

At Royal Bank of Canada, we value 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 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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