Career Opportunity as a Wealth Management Specialist

5 days ago


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

Job Summary:

Royal Bank of Canada is seeking an ambitious Investment Advisor to join its team. As a Wealth Management Specialist, you will play a crucial role in helping clients achieve their financial goals.

About the Role:

We offer a comprehensive Total Rewards Program that includes competitive compensation and flexible benefits. Our leaders are committed to supporting your development through coaching and managing opportunities. You will have the ability to make a lasting impact and work in a dynamic, collaborative, and high-performing team.

Key Responsibilities:

  • Foster trusted relationships with high-net-worth individuals, families, and business owners using personalized service and advice.
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients.
  • Establish reciprocal relationships with RBC partners to ensure clients are supported in all aspects of their financial lives.

Requirements:

  • 4-6 years of outbound sales experience and comfort with earning 100% commission.
  • Canadian Securities Course (CSC) or equivalent certification.
  • Possession of a passion for financial planning and interest in portfolio management.
  • Strong relationship-building skills and ability to connect with diverse individuals.

Benefits:

  • Total Rewards Program including competitive compensation and flexible benefits.
  • Leadership support for career development.
  • Opportunity to make a lasting impact and work in a dynamic team.

About Us:

Royal Bank of Canada values diversity, equity, and inclusion, recognizing that it drives innovation and growth. We strive to provide an accessible candidate experience and are committed to tackling issues of inequity and systemic bias to support our diverse talent, clients, and communities.

As a Wealth Management Specialist at Royal Bank of Canada, you will be part of a team that delivers trusted advice to help clients thrive and communities prosper. Your hard work and dedication will contribute to the bank's goal of being a leader in the financial services industry.


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