Senior Investment Portfolio Manager

2 weeks ago


Nanaimo, British Columbia, Canada Royal Bank of Canada Full time
About the Role

We are seeking a skilled and experienced Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will have the opportunity to work closely with clients to understand their financial goals and develop tailored investment strategies to help them achieve those goals.

The ideal candidate will have excellent communication and interpersonal skills, as well as a strong understanding of financial markets and investment products. You will be responsible for building and maintaining relationships with clients, identifying their financial needs, and providing expert advice on investment opportunities.

Job Responsibilities
  • Build and maintain client relationships through regular communication and education
  • Analyze clients' financial situations and develop personalized investment plans
  • Stay up-to-date on market trends and product offerings to provide expert advice to clients
  • Collaborate with other RBC teams to ensure seamless delivery of services to clients
Requirements
  • Bachelor's degree in Finance, Economics, or related field
  • Minimum 3 years of experience in investment sales and advisory
  • Strong knowledge of financial markets, instruments, and regulations
  • Excellent communication, presentation, and relationship-building skills
Compensation and Benefits

We offer a comprehensive compensation package, including:

  • A highly competitive base salary: $120,000 - $180,000 per annum
  • Ongoing training and professional development opportunities
  • A dynamic and supportive work environment
  • Access to state-of-the-art technology and tools


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