Senior Investment Advisor

1 week ago


Gatineau, Quebec, Canada Royal Bank of Canada Full time

Company Overview:

Royal Bank of Canada is a leading financial institution committed to providing world-class advice and solutions to its clients.

Salary:

$100,000 - $200,000 per year (estimated), with unlimited earning potential.

Job Description:

In this exciting role as a Senior Investment Advisor, you will develop relationships and create custom investment solutions for prospective and existing RBC clients in the Outaouais region.

Responsibilities:

  • Provide tailored financial planning advice and solutions using RBC's comprehensive portfolio of investment products.
  • Acquire and consolidate existing and new-to-RBC clients and assets.
  • Connect clients with the right RBC team members to meet their ongoing needs.
  • Develop external business referral sources through networking and marketing efforts.
  • Fluency in both French and English is required to serve RBC's diverse client base.

Requirements:

  • Financial Planning Designation (IQPF) or in the process of completion.
  • Mutual Funds License (IFIC or CSC).
  • Minimum 2 years' experience in financial planning.
  • Proven networking and client acquisition skills.
  • Ability to build strong partner relationships.

Benefits:

  • Networking opportunities with students from diverse backgrounds across Canada.
  • Participation in fun events and gamification challenges to enhance career development.
  • Leadership support through coaching and learning opportunities.
  • Dynamic, collaborative work environment.
  • Able to make a lasting impact on clients' lives.
  • Casual work environment.


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