Expert Investment Portfolio Manager
6 days ago
A Senior Investment Funds Advisor is sought after by Royal Bank of Canada to join their team in Vancouver, Canada. This dynamic role offers a unique opportunity for career growth and development in the investment industry.
About the RoleThe successful candidate will be responsible for managing and expanding an established client portfolio, supporting clients' financial goals while growing our client base. Key skills and qualifications include client service, relationship management, and business development expertise.
What You'll Do- Develop and nurture long-term relationships with assigned clients, providing tailored investment recommendations and exceptional client service to foster trust and retention.
- Provide clients with general information on financial planning concepts, including tax, estate, and retirement planning.
- Improve client retention, asset consolidation, and referral opportunities by delivering high-quality client service and consistent, proactive support to your clients.
- Expand your client base by fostering referrals from the Investment Funds Centre, RBC partners, and other centers of influence.
- Identify and connect clients with additional RBC services or partners as appropriate.
- Stay informed of regulatory changes and adopt practices accordingly to maintain compliance and operational excellence.
- Seek ways to optimize client service practices and contribute to a seamless, efficient client experience across the business.
- Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.
- Must Have:
- Completion of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC).
- 7-10 years of client-facing experience in the investment industry.
- 5+ years as a dedicated advisor managing client investment needs.
- Proven expertise in business development and relationship-building.
- Financial Planning Designation (PFP or CFP).
- Nice to Have:
- Bilingual proficiency in French, both written and spoken.
- Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation.
- A comprehensive Total Rewards Program including bonuses and flexible benefits.
- Competitive compensation and commissions.
- Opportunities for professional growth and development.
- A collaborative and dynamic work environment.
- Flexible work/life balance options.
Estimated Annual Salary: $92,500 - $117,000
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