Senior Investment Advisor
1 week ago
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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