Executive Financial Advisor

5 days ago


Coquitlam, British Columbia, Canada Royal Bank of Canada Full time

As an Executive Financial Advisor at Royal Bank of Canada, you will play a critical role in helping high-net-worth individuals, families, and business owners achieve their financial goals. This is a challenging and rewarding opportunity to leverage your expertise in investment management and wealth planning to drive meaningful results for our clients.

About the Role

We are seeking an experienced Investment Advisor who can help us build strong relationships with our clients and deliver exceptional service. If you have a passion for financial planning and a proven track record of success in sales and business development, we encourage you to apply.

The ideal candidate will have excellent people skills, be able to think critically, and possess strong decision-making abilities. You will be comfortable working in a fast-paced environment and be able to manage multiple priorities simultaneously.

What We Offer

In this role, you will have the opportunity to work with a dynamic team of professionals who are dedicated to delivering exceptional client service. You will also have access to a comprehensive suite of tools and resources designed to support your success.

As an Executive Financial Advisor, you will be compensated based on your production generated by you or your team. This means that your earning potential is directly tied to your performance, allowing you to take control of your career and earn what you're worth.

We strive to provide a supportive and inclusive work environment where everyone has the opportunity to thrive. We believe that diversity and inclusion are essential to driving innovation and growth, and we are committed to building a workplace culture that reflects these values.

Requirements

To be successful in this role, you will need to have:

  • A minimum of 4-6 years of outbound sales experience
  • Completed the Canadian Securities Course (CSC) or equivalent
  • A passion for financial planning and a keen interest in portfolio management
  • Strong relationship-building skills and the ability to connect with all types of individuals

Nice to have:

  • Experience in a direct marketing role, financial services, and high-value sales and business development
  • Completed advanced certifications such as Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

We estimate the salary for this position to be around $120,000 - $180,000 per year, depending on experience. This figure includes base salary and variable incentive payments.



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