Senior Wealth Manager

6 days ago

Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Unlock Your Potential with RBC

As a Senior Wealth Manager at RBC Dominion Securities, you'll have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. With our extensive resources and expertise, you'll be able to create customized portfolios and wealth plans tailored to their unique needs.

Key Responsibilities:

  • Build and maintain strong relationships with clients, providing expert advice and guidance on investment strategies and wealth management.
  • Develop and implement personalized financial plans, leveraging RBC's extensive investment and wealth management resources.
  • Collaborate with RBC partners, such as Personal & Commercial Banking and Insurance, to provide comprehensive financial solutions.

Requirements:

  • Minimum 4-6 years of outbound sales experience and a strong background in financial planning and portfolio management.
  • Completed the Canadian Securities Course (CSC) or equivalent, with a passion for staying up-to-date on industry developments.
  • Excellent communication and interpersonal skills, with the ability to connect with diverse clients and stakeholders.

What We Offer:

  • A comprehensive Total Rewards package, including modern benefits, flexible work arrangements, and opportunities for career growth and development.
  • Unlimited earning potential through commission and fees, with the opportunity to qualify for the prestigious President's Club Program.
  • A supportive, inclusive culture and team that values diversity, equity, and inclusion.

Job Skills:

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Portfolio Management, Private Banking, Relationship Building

Additional Job Details

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

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