Wealth Management Expert

1 week ago


Calgary, Alberta, Canada Royal Bank of Canada Full time

Royal Bank of Canada is seeking a skilled and motivated Investment Advisor to join our team in Calgary, Alberta. As an Investment Advisor at RBC Dominion Securities, you will play a critical role in helping clients reach their financial goals.

About the Role

As an Investment Advisor, you will be responsible for providing expert advice and guidance to high-net-worth individuals, families, and business owners on their complex financial needs. You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.

Your primary focus will be on building and maintaining strong relationships with your clients, understanding their unique financial objectives, and delivering tailored solutions to meet their needs. You will also have the opportunity to work closely with other RBC partners, such as Personal & Commercial Banking and Insurance, to ensure your clients receive comprehensive support.

Key Responsibilities
  • Build and maintain strong client relationships through exceptional service and personalized advice.
  • Conduct thorough assessments of clients' financial situations and develop tailored investment strategies to achieve their goals.
  • Leverage RBC's resources and expertise to deliver customized portfolio management and wealth planning solutions.
  • Collaborate with other RBC teams to provide comprehensive support to clients across all aspects of their financial lives.
Requirements

To succeed in this role, you will need:

  • 4-6 years of outbound sales experience, preferably in a direct marketing or financial services role.
  • A Canadian Securities Course (CSC) or equivalent certification.
  • A passion for financial planning and a keen interest in portfolio management.
  • Strong relationship-building skills and an ability to connect with diverse individuals.
What We Offer

Royal Bank of Canada offers a competitive compensation package that includes:

  • A base salary of $120,000 per year, with unlimited earning potential through commission and fees.
  • A comprehensive benefits package, including modern and flexible options to support your overall wellbeing.
  • The 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 and contributions.


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