The Investment Advisor position is a component of Wealth Management platform that merges client relationship management and market-leading investment and planning solutions. The Royal Bank of Canada is delivering top-notch results to individuals, families, and private business owners to assist them in achieving their financial goals.
The strong Leadership Support and modern technology offered to the teams will create a culture of creativity, invention and development. The company promptly focuses on development of employees and meeting the needs of clients.
Royal Bank of Canada is a recognized and trusted financial institution with a long history in Canada. If you are interested in carving your own career path within a new and expanding Global organization, please read the entire Job Posting below.
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Employer Details
Company Name : Royal Bank of Canada
Location : Waterloo, Ontario, Canada
Salary : $48,006 to $168,002 per year
Job Type : Full time
Start date : As soon as possible
Benefits : good leadership, coaching focused on employee development, dynamic and collaborative high-performance team, good base salary, flexible work-life balance, and exposure to stimulating and successful opportunities, World-class sales training, coaching, etc.
Job Description
- Investment Advisor on the Wealth Management platform is responsible for employing the commission-based model for wealth management services.
- Establish and maintain long-term relationships with clients.
- Role involves developing and implementing tailored Wealth Management Solutions to meet clients’ needs.
- These Advisors are provided with support from Royal Bank of Canada’s brand, resources, and partnerships.
- This is focused on providing career development, mentorship, and leadership to all team members.
- The position is a 37.5 hour Full Time work week.
Responsibilities
- Give high-net-worth individuals, family offices, and business owners sustainable advisory services, which are professional and ethical.
- Come up with unique investing and managing wealth strategies for every client.
- Applying the resources and the reputation of the Royal Bank of Canada Dominion Securities, find and bring in new client relationships.
- Guide and advise clients to get their financial dreams fulfilled in the long run.
- Turn clients into partners for several generations by being loyal and trustworthy.
Requirements
- Sales experience lasting from 4 to 6 years at least, and one of them must be a commission-based sales experience.
- Have completed the Canadian Securities Course (CSC) or willing to do so before starting work.
- Possess a keen interest in Financial Planning and Portfolio Management.
- Have shown an ability to create as well as keep excellent client relationships by means of effective communication and interaction.
- Financial Services experience is a must.
- Experience in direct marketing or selling products with a very high value is also an advantage.
- Possession of the CPH, PFP, CIM, or CFA credentials will be an added advantage.
How to Apply?
You can find more information regarding this post here in the given link below. You can apply at Royal Bank of Canada using the same.