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Investment Advisor
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At Royal Bank of Canada, we're committed to helping you grow your business and achieve your goals. As an Investment Advisor, you'll have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with expert financial planning and investment advice.
Key Responsibilities:- Build and maintain strong relationships with clients, understanding their financial goals and objectives.
- Develop and implement customized investment plans, leveraging RBC's extensive resources and expertise.
- Stay up-to-date with market trends and regulatory changes, ensuring your clients' portfolios are optimized for success.
- Collaborate with RBC partners to provide comprehensive financial solutions, including banking, insurance, and wealth management services.
- A competitive base salary and unlimited earning potential through commission and fees.
- A comprehensive benefits package, including parental leave and flexible work arrangements.
- Access to RBC's extensive training and development programs, helping you stay ahead in the industry.
- A supportive and inclusive culture, celebrating your unique perspectives and experiences.
- 4-6 years of outbound sales experience, with a proven track record of success.
- Completion of the Canadian Securities Course (CSC) or equivalent.
- Strong relationship-building skills, with the ability to connect with diverse clients.
- Experience in direct marketing, financial services, or a related field.
- Completion of the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), or Chartered Investment Manager (CIM) designations.