Investment Advisor
4 weeks ago
Job Summary
Job Description
Unlock your potential as a Financial Planning and Portfolio Management Professional at RBC
As a Financial Planning and Portfolio Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. You will work closely with high-net-worth individuals, families, and business owners to create customized financial plans and investment portfolios that meet their unique needs.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
- Manage and maintain client relationships, providing ongoing financial advice and guidance to ensure their financial goals are met.
- Stay up-to-date with market trends and economic conditions to provide clients with informed investment advice.
- Collaborate with other RBC professionals to provide a comprehensive range of financial services to clients.
Requirements:
- 4-6 years of experience in financial planning and portfolio management, or a related field.
- Strong understanding of financial planning principles, investment products, and risk management strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work in a fast-paced environment and adapt to changing market conditions.
What We Offer:
- A comprehensive compensation package, including a base salary and commission structure.
- Opportunities for professional development and career advancement.
- A dynamic and supportive work environment, with a team of experienced professionals.
- Access to RBC's extensive resources and technology, including financial planning and portfolio management tools.
Job Skills
Financial Planning, Portfolio Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job Details
Platform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
CommissionInclusion and Equal Opportunity Employment
At RBC, we are committed to building an inclusive and diverse workplace that reflects the communities we serve. We welcome applications from qualified candidates who share our values and are passionate about making a difference in the lives of our clients and communities.
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