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Investment Advisor

1 month ago

Coquitlam, British Columbia, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

As a Financial Planning and Portfolio Management Expert at Royal Bank of Canada, you will help high-net-worth individuals, families, and business owners achieve their financial goals. You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients. Your expertise in financial planning and portfolio management will enable you to build trusted, long-term relationships with your clients and provide them with personalized service and advice.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Manage and maintain client relationships, providing ongoing financial planning and portfolio management services.
  • Leverage RBC's investment and wealth management resources to create customized portfolios and wealth plans for clients.
  • Foster trusted, long-term relationships with clients, providing personalized service and advice.

Requirements:

  • 4-6 years of outbound sales experience and a passion for financial planning and portfolio management.
  • Completed the Canadian Securities Course (CSC) or will prior to start date.
  • Strong relationship building skills and an ability to connect with all types of individuals.

What's in it for you?

We offer a comprehensive Total Rewards Program, including competitive compensation and flexible benefits. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact, working in a dynamic, collaborative, progressive, and high-performing team. You will also have opportunities to do challenging work and build close relationships with clients.

This position is compensated based on production generated by you or your team. This position may be eligible to receive a discretionary/variable incentive payment.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that drives RBC's high-performance culture, enables collective achievement of our strategic goals, and generates sustainable shareholder returns and above market shareholder value.

Job Skills

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Platform:

Job Type:

Regular

Pay Type:

Commission

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.

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