Rbc
Wealth Management
InvestmentAdvisor
“Investment Advisor at Rbc. Skills: Client relationship management, Sales, Investment advisory. Establish a client base of high-net-worth individuals, families, business owners, and foundations and manage their complex financial needs. Leverage your investment strategy to create customized wealth management and investment services for your clients”
Industry & Context.
What They're Looking For.
Must Have
4-6 years of outbound sales experience, Completed the Canadian Investment Regulatory Exam (CIRE) or will prior to your start date, Self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor, Bilingualism (English and French) required
Nice to Have
Experience in financial services or a direct marketing role, Demonstrated success in high-value sales and business development, regardless of industry/discipline, Financial planner diploma granted by the Institute of Financial Planning, Chartered Investment Manager (CIM) designation, etc.
What You'll Do.
Establish a client base of high-net-worth individuals
and foundations and manage their complex financial needs
Leverage your investment strategy to create customized wealth management and investment services for your clients
often multi-generational
long-term relationships using personalized service and advice
Establish and maintain mutually beneficial relationships with RBC partners such as Personal & Commercial Banking
How You'll Work.
Team & Collaboration
Establish and maintain mutually beneficial relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.
Communication Scope
Bilingualism (English and French) required
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