Investment Advisor is a full time role with Royal Bank of Canada that helps clients build and protect their wealth through financial planning and investment advice. You will work with individuals, families and business owners to create plans that match their financial goals.
This role gives you the freedom to grow your own client base with the support of Royal Bank of Canada’s trusted brand and wealth management resources. You will build lasting client relationships and provide advice that supports clients through different stages of life.
Royal Bank of Canada offers a supportive work place with helpful leaders, career development and flexible ways of working. If you are looking for a rewarding career in wealth management, explore the job posting below.
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Employer Details
Company Name : Royal Bank of Canada
Location : Burlington, Ontario, Canada
Salary : $49,000 to $62,000 annually
Job Type : Full time
Start date : As soon as possible
Benefits : Flexible benefits package, parental leave, base salary to start, unlimited commission earning potential, performance incentives, freedom to build your own business, mentoring from experienced leaders, career development programs, flexible work arrangements, supportive team culture, President’s Club recognition potential and access to wealth management resources
Job Description
- Investment Advisor is a full time wealth management position with Royal Bank of Canada.
- The role is part of the Wealth Management platform.
- The position helps clients with investment planning and wealth management services.
- The role follows a commission based pay structure with a starting base salary.
- The position allows advisors to build and manage their own client business with company support.
- The routine work week is 37.5 hours.
Responsibilities
- Build a client base of individuals and families and business owners.
- Create investment portfolios and wealth plans.
- Provide financial planning and investment advice based on your client’s goals.
- Build long term relationships through trusted client service.
- Work with banking and insurance teams to support clients.
- Manage complex financial needs using available wealth management resources.
Requirements
- 4 to 6 years of work background in outbound sales is required.
- Can work with a 100 percent commission based pay structure.
- Complete the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE) before the start date.
- Strong interest in financial planning and portfolio management is required.
- Can work with building strong client relationships with different types of clients.
- Work background in direct marketing, financial services, high value sales or business development is preferred.
- Certified Financial Planner (CFP) or Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) is preferred.
How to Apply?
Visit the link to read the complete job details and submit your application through Royal Bank of Canada.