High Net Worth Financial Advisor
2 weeks ago
We are seeking a skilled High Net Worth Financial Advisor to join our team in Quebec.
Key Responsibilities
- Provide high-end relationship management and proactive advice to high net worth households.
- Put clients at the centre and bring the full power of RBC to them, introducing them to the right partner at the right time.
- Be present in the community to be relevant to existing and prospective clients, leading to the ability to provide proactive advice and solutions beyond the immediate needs.
- Build/maintain an external Centre of Influence and internal partner network aligned with your target market in order to acquire new clients.
- Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice and solutions.
- Represent RBC Private Banking by acting as an ambassador for the business.
Requirements
- Minimum of 5 years of experience in providing advice and solutions to high net worth clients.
- Excellent communication skills in English and French, both written and verbal.
- Thorough understanding of high net worth financial sales and client relationship management.
- Financial Planner diploma granted by the IQPF.
- Mutual Fund Dealer Dealing Representative License.
- Bilingualism (English and French) required.
What We Offer
- A comprehensive Total Rewards Program.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across business and geographies.
Additional Job Details
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
At RBC, we care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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