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Career Opportunities in Financial Planning

1 month ago


Guelph, Ontario, Canada Royal Bank of Canada Full time

We are seeking an Investment Advisor to join our team at the Royal Bank of Canada. As a key player in our wealth management division, you will be responsible for building and maintaining relationships with high-net-worth individuals, families, and business owners.

Salary and Benefits

The estimated annual salary for this position is between $120,000 and $250,000, depending on experience. Our comprehensive compensation package includes a base salary, commission, and benefits such as health insurance, retirement savings, and paid time off.

About the Job

This role requires strong communication and interpersonal skills, as well as the ability to analyze complex financial data and develop personalized investment plans for clients. You will work closely with our clients to understand their goals and objectives, and provide tailored advice and guidance to help them achieve success.

Required Skills and Qualifications

To be successful in this role, you should have:

  • 4-6 years of experience in outbound sales or a related field
  • A passion for financial planning and portfolio management
  • Strong relationship-building skills and the ability to connect with diverse individuals

Prior completion of the Canadian Securities Course (CSC) or equivalent certification is required. A background in direct marketing or financial services is an asset.

Benefits and Career Development

In addition to competitive compensation and benefits, we offer opportunities for career advancement and professional growth. Our team provides ongoing training and support to help you develop your skills and expertise, and you will have access to state-of-the-art tools and resources to help you succeed.

About RBC

The Royal Bank of Canada is a leading financial institution committed to delivering exceptional service and value to our clients. We prioritize diversity, equity, and inclusion, and strive to create a workplace culture that is inclusive and supportive of all employees. If you share our values and are passionate about financial planning and client relationships, we encourage you to apply for this exciting opportunity.