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Strategic Financial Advisor
2 months ago
Job Summary for Strategic Financial Advisor
About the Job
At Royal Bank of Canada, we're committed to helping our clients achieve their financial goals. As a Strategic Financial Advisor, you'll play a key role in building strong relationships with high-net-worth individuals, families, and business owners. Your expertise in financial planning and portfolio management will be invaluable in creating customized wealth plans that meet their complex financial needs.
Your Key Responsibilities
- Build and maintain a strong client base through exceptional service and personalized advice.
- Develop and implement comprehensive financial plans that align with clients' goals and objectives.
- Leverage RBC's extensive resources and expertise to create customized investment portfolios and wealth management strategies.
- Foster strong relationships with RBC partners to ensure clients receive seamless support in all aspects of their financial lives.
Requirements
- 4-6 years of outbound sales experience with a strong track record of success.
- Canadian Securities Course (CSC) or equivalent certification.
- Passion for financial planning and a keen interest in portfolio management.
- Excellent relationship-building skills and ability to connect with diverse individuals.
What We Offer
As a Strategic Financial Advisor at RBC, you'll enjoy a comprehensive Total Rewards package, including a base salary, unlimited earning potential through commission and fees, and a range of benefits to support your overall wellbeing. You'll also have the autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
- A supportive, inclusive culture that celebrates your unique perspectives and background.
- Leaders who are invested in your success, including mentorship and career development programs.
- Flexible work arrangements and leaders who support your needs – both personal and professional.
About RBC
At Royal Bank of Canada, we're committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
