Strategic Financial Advisor

1 month ago


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

About the Role

Royal Bank of Canada is seeking a talented Strategic Financial Advisor to join our team. As a key member of our wealth management team, you will play a crucial role in helping our clients achieve their financial goals.

Key Responsibilities

  • Build and maintain strong relationships with high-net-worth individuals, families, and business owners.
  • Develop and implement customized financial plans to help clients achieve their long-term goals.
  • Provide expert advice on investment management, portfolio performance, and financial planning.
  • Collaborate with cross-functional teams to deliver exceptional client service and support.

Requirements

  • 4-6 years of outbound sales experience and a proven track record of success in a commission-based environment.
  • Canadian Securities Course (CSC) or equivalent certification.
  • Strong relationship-building skills and the ability to connect with diverse individuals.
  • Passion for financial planning and a keen interest in portfolio management.

What We Offer

  • A comprehensive total rewards package that prioritizes your overall well-being.
  • Flexible work arrangements and a supportive, inclusive culture.
  • Ongoing training and development opportunities to help you grow and succeed.
  • The chance to work with a dynamic team of professionals who are passionate about making a difference.

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

Pay Type:

Commission

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

At RBC

We embrace 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 are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
​​​​​​​
We also 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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