Investment Advisor
| Company | Royal Bank of Canada |
|---|---|
| Location | Kitchener, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 4-6 years of outbound sales experience
- Completed the Canadian Securities Course (CSC) or will prior to your start date
- Passion for financial planning
- Strong relationship building skills and an ability to connect with all types of individuals
Responsibilities
- Build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs
- Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients
- Foster trusted, often multi-generational, long-term relationships using personalized service and advice
- Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives
Preferred Qualifications
- Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline
- Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)