Career Opportunities in Wealth Management

1 day ago

Cambridge, Ontario, Canada Royal Bank of Canada Full time

Overview

Royal Bank of Canada is a leading financial institution that offers a range of career opportunities in wealth management. As an Investment Advisor, you will play a key role in helping high-net-worth individuals, families, and business owners achieve their financial goals.

Salary

The estimated annual salary for this position is between $100,000 to $200,000, depending on experience and performance. In addition to a base salary, you will also earn commissions and fees based on your sales and business development activities.

Job Description

As an Investment Advisor at RBC Dominion Securities, you will be responsible for building and maintaining relationships with clients, providing personalized investment advice and guidance, and creating customized portfolios and wealth plans to meet their complex financial needs.

Key Responsibilities:

  • BUILDING CLIENT RELATIONSHIPS: Establish and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment objectives.
  • PROVIDING INVESTMENT ADVICE: Develop and implement tailored investment strategies to help clients achieve their financial goals.
  • CUSTOMIZING PORTFOLIOS: Create and manage client portfolios, leveraging RBC's extensive investment and wealth management resources.

Required Skills and Qualifications:

  • EXPERIENCE IN WEALTH MANAGEMENT: 4-6 years of outbound sales experience in wealth management or a related field.
  • CREDENTIALS: Completed the Canadian Securities Course (CSC) or equivalent, and have a passion for financial planning and portfolio management.
  • SOCIAL SKILLS: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

Benefits:

  • AUTONOMY: Work independently to build and run your own business within the RBC brand.
  • REWARDS PACKAGE: Comprehensive total rewards package, including a competitive base salary, commissions, and bonuses.
  • MENTORSHIP: Access to leadership and mentorship programs to support your professional growth and development.
  • INCLUSIVE CULTURE: A supportive and inclusive work environment that celebrates diversity and promotes employee well-being.

Join RBC's Talent Community

To stay informed about future job openings and career opportunities at RBC, please visit https://jobs.rbc.com.

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