Investment Advisor

2 months ago


Guelph, Ontario, Canada Royal Bank of Canada> Full time
Unlock Your Potential as an Investment Advisor

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.
What We Offer:
  • A competitive base salary and unlimited earning potential through commission and fees.
  • A comprehensive benefits package, including health, dental, and vision coverage, as well as a retirement savings plan.
  • Opportunities for professional development and growth, including training and mentorship programs.
  • A supportive and inclusive work environment, with a focus on diversity and inclusion.
Requirements:
  • 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 and a passion for financial planning and portfolio management.
Preferred Qualifications:
  • Experience in a direct marketing role, financial services, or a related field.
  • Completion of the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA) designations.

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