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Investment Advisor

RRoyal Bank of Canada32900 S Fraser Way, Abbotsford, BC0
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Description

This role at RBC Dominion Securities involves helping high-net-worth clients achieve their financial objectives by providing comprehensive planning and financial advice. Key responsibilities include building and managing a client base, leveraging RBC's extensive investment and wealth management resources to create customized portfolios, fostering long-term relationships, and collaborating with RBC partners to ensure holistic client support.

What We're Looking For

Excellent people and problem-solving skills to build and maintain client relationships.,Self-starter with a desire to independently manage daily tasks.,Driven to perform meaningful work that assists clients in achieving life goals through strong planning and financial advice.,Comfortable operating in a 100% commission-based compensation structure.,Strong relationship building skills and the ability to connect with diverse individuals.

Ideal Candidate

4-6 years of outbound sales experience.,Completion of the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE), or commitment to complete them prior to the start date.,Passion for financial planning and a keen interest in portfolio management.,Nice to have: Experience in a direct marketing role, financial services, and demonstrated success in high-value sales and business development.,Nice to have: Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) designations.

Hard Skills

Client Counseling
Critical Thinking
Decision Making
Interpersonal Relationship Management
Investment Banking
Investment Consulting
Investment Management
Private Banking
Product Services

Soft Skills

People skills
Problem-solving skills
Relationship building skills
Self-starter
Driven
Interpersonal Relationships

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards package focused on wellbeing
Flexible and modern benefits, including parental leave
Base salary with unlimited earning potential through commission and fees
Autonomy to build and run own business within the RBC brand
Potential to qualify for the prestigious President's Club Program
Leaders invested in success, including mentorship and career development programs
Supportive, inclusive culture and team
Flexible work arrangements

About the Company

R

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
View all jobs at Royal Bank of Canada
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