Financial Services Advisor

3 weeks ago


Medicine Hat, Alberta, Canada Royal Bank of Canada Full time

Build a successful career in wealth management with Royal Bank of Canada as a Financial Services Advisor. In this role, you will have the opportunity to work with high-net-worth individuals, families, and business owners, providing personalized financial planning and investment advice.

">Estimated Salary: $80,000 - $150,000 per year (plus commission)

">About the Role:

">As a Financial Services Advisor, you will be responsible for building and maintaining relationships with clients, identifying their financial needs, and developing customized financial plans to help them achieve their goals. You will also be responsible for managing client portfolios, providing investment advice, and implementing financial strategies to maximize returns.

">Key Responsibilities:

  • BUILDING RELATIONSHIPS WITH CLIENTS
  • IDENTIFYING FINANCIAL NEEDS AND DEVELOPING CUSTOMIZED PLANS
  • MANAGING PORTFOLIOS AND PROVIDING INVESTMENT ADVICE
  • IMPLEMENTING FINANCIAL STRATEGIES TO MAXIMIZE RETURNS

">Requirements:

">To be successful in this role, you will need to have 4-6 years of outbound sales experience, a passion for financial planning, and a keen interest in portfolio management. You will also need to have completed the Canadian Securities Course (CSC) or equivalent qualification.

">Benefits:

">In addition to a competitive salary, you will receive comprehensive benefits, including health and dental insurance, retirement savings plan, and paid time off. You will also have access to ongoing training and development opportunities to help you succeed in your career.

">About Us:

">At Royal Bank of Canada, we are committed to building inclusive teams and an equitable workplace where employees can bring their true selves to work. We strive to provide an accessible candidate experience for prospective employees with different abilities and are dedicated to tackling issues of inequity and systemic bias to support our diverse talent, clients, and communities.



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