Investment Advisor

4 weeks ago


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

Job Summary

Job Description

Unlock your potential as a Financial Planning and Portfolio Management Professional at RBC

As a Financial Planning and Portfolio Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while growing your own career. With our comprehensive training and support, you will be equipped to provide expert advice and guidance to your clients, helping them navigate the complexities of wealth management.

What you do best:

  • You have excellent communication and interpersonal skills, allowing you to build strong relationships with clients and colleagues.
  • You are a strategic thinker, able to analyze complex financial situations and develop effective solutions.
  • You are a lifelong learner, committed to staying up-to-date on the latest trends and developments in financial planning and portfolio management.

How you'll succeed in this role:

  • You will leverage RBC's extensive resources and expertise to provide customized financial planning and portfolio management solutions to your clients.
  • You will work closely with clients to understand their financial goals and develop tailored plans to achieve them.
  • You will collaborate with colleagues across the organization to ensure seamless delivery of services and support to clients.

A few details about what we're looking for:

  • You have 4-6 years of experience in financial planning and portfolio management, or a related field.
  • You have a strong understanding of financial planning principles and practices, including investment management and wealth planning.
  • You have excellent analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.

Nice to have:

  • Experience working with high-net-worth individuals or families.
  • Knowledge of financial planning software and tools.

What's in it for you?

We offer a comprehensive compensation package, including competitive salary and bonus structure, as well as opportunities for professional development and growth. You will have the chance to work with a talented team of professionals who share your passion for financial planning and portfolio management. Together, we will help our clients achieve their financial goals and build a brighter future.

  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

This role is compensated based on production generated by you or your team. 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

Financial Planning, Portfolio Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Inclusion and Equal Opportunity Employment

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.


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