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Investment Advisor

2 months ago

Old Toronto, Ontario, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly motivated and experienced Investment Advisor 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 by providing expert advice and guidance on investment and wealth management strategies.

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 investment and wealth management plans to help clients achieve their financial objectives.
  • 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 provide comprehensive financial solutions to clients.
Requirements
  • 4-6 years of outbound sales experience and a strong track record of success in a commission-based environment.
  • Completed the Canadian Securities Course (CSC) or equivalent.
  • Strong passion for financial planning and a keen interest in portfolio management.
  • Excellent relationship-building skills and ability to connect with diverse individuals.
Preferred Qualifications
  • Experience in a direct marketing role, financial services, and high-value sales and business development.
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
What We Offer
  • A comprehensive Total Rewards package that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave.
  • Base salary to get you started and unlimited earning potential through commission and fees.
  • Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
  • Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
  • Leaders who are invested in your success, including mentorship and career development programs.
  • A supportive, inclusive culture and team that celebrates your unique perspectives, background, and experience.
  • Flexible work arrangements and leaders who support your needs – both personal and professional.