Investment Planning Expert

2 weeks ago

Chilliwack, Canada Royal Bank of Canada> Full time

About the Role

We are seeking a highly motivated and experienced Financial Services Professional to join our team at Royal Bank of Canada. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities

  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners to understand their financial needs and goals.
  • Develop and implement customized financial plans and investment strategies to help clients achieve their objectives.
  • Provide exceptional customer service and support to clients, responding to their inquiries and concerns in a timely and professional manner.
  • Stay up-to-date with market trends and economic conditions to provide informed advice and guidance to clients.
  • Collaborate with other RBC teams, such as Personal & Commercial Banking and Insurance, to ensure clients receive comprehensive financial solutions.

Requirements

  • 4-6 years of experience in outbound sales or a related field, with a proven track record of success.
  • Completion of the Canadian Securities Course (CSC) or equivalent.
  • Strong knowledge of financial planning and portfolio management principles.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer

  • A comprehensive compensation package, including competitive base salary and commission structure.
  • Opportunities for professional development and growth, including training and mentorship programs.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
  • The chance to make a meaningful impact on the lives of our clients and contribute to the success of Royal Bank of Canada.

Job Skills

  • Financial Planning, Portfolio Management, Investment Banking, Private Banking, Product Services.

Additional Job Details

  • 37.5 hours/week, Full-time.
  • Commission-based pay structure.
  • WEALTH MANAGEMENT platform.

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