High Net Worth Investment Specialist

3 weeks ago


Victoria, British Columbia, Canada Royal Bank of Canada> Full time

We are seeking an experienced Investment Advisor to join our team at Royal Bank of Canada. As a highly skilled professional, you will have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with personalized investment advice and portfolio management services.

About the Role

This is a full-time position that offers a competitive salary and benefits package. The ideal candidate will have 4-6 years of outbound sales experience and be comfortable working in a commission-based environment. You will also need to have completed the Canadian Securities Course (CSC) or have it scheduled prior to your start date.

Key Responsibilities
  • Develop and implement customized investment plans for clients based on their financial goals and risk tolerance
  • Manage client relationships and provide ongoing support and guidance to ensure their financial well-being
  • Leverage RBC's extensive investment resources to create tailored portfolios and wealth plans for clients
Requirements
  • 4-6 years of outbound sales experience in a financial services industry
  • Candidate must have strong relationship-building skills and an ability to connect with high-net-worth individuals
  • Proficient in communication and negotiation skills to effectively manage client relationships
  • Bachelor's degree in a related field, such as finance or business administration
Benefits
  • Competitive salary: $120,000 - $180,000 per year, depending on experience
  • Comprehensive benefits package, including medical, dental, and vision coverage
  • Paid time off and flexible work arrangements
  • Ongoing training and development opportunities to enhance your skills and knowledge
About Us

Royal Bank of Canada is a leading financial institution dedicated to helping its clients achieve their financial goals. We pride ourselves on providing exceptional service and expert advice to our clients, and we are committed to building long-term relationships with them.


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