Investment Advisor

Royal Bank of Canada is located at 42 WYNDHAM ST N:GUELPH. The company is currently looking for applications for the role of Investment Advisor. We are seeking a motivated individual with strong interpersonal skills. The successful candidate will be expected to begin their duties as soon as possible. The open positions are for Full time job.

Employer Name : Royal Bank of Canada
Position : Investment Advisor
Salary : $115,000 – $214,000 per year
Work hours/week : 37.5
Employment type : Full-time
Location : 42 WYNDHAM ST N:GUELPH

• The candidate will be responsible for building a client base of high-net-worth individuals, families and business owners by leveraging RBC Dominion Securities’ strong brand and reputation.
• The candidate will be responsible for creating customized portfolios and wealth plans by leveraging RBCs investment and wealth management resources.
• The candidate will be required to develop and maintain strong, trusted relationships through personalized financial advice and service.
• The candidate will be required to maintain strong reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure clients are supported in all aspects of their financial lives.
• The candidate must have excellent people and problem-solving skills that help build and maintain client relationships.
• The candidate must show a self-starter mindset and the ability to manage their daily activities independently.
• The candidate will be required to be motivated to deliver meaningful work that helps clients achieve their life goals through strong planning and financial advice.

Job Requirements

• The candidate will be required to have 4-6 years of outbound sales experience and be comfortable working on 100% commission.
• The candidate should have completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE), or be able to complete them prior to the start date.
• The candidate must be passionate about financial planning and genuinely interested in portfolio management.
• The candidate must have a background in direct marketing within financial services and show success in high value sales and business growth, regardless of discipline.
• The candidate will be expected to build strong relationships and connect with individuals from different backgrounds.
• The candidate must hold recognized certifications in Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
• The candidate will receive a comprehensive Total Rewards package that supports overall wellbeing, with flexible and modern benefits, including parental leave.
• The candidate will receive a base salary along with unlimited earning potential through commission and fees.
• The candidate will have the autonomy to build and run their own business within the RBC brand, with access to resources and guidance.
• The candidate will receive the chance to qualify for the President’s Club Program with peers within their first four years.
• The candidate will receive support from leaders invested in their success, including mentorship and development programs.
• The candidate will work in a supportive and inclusive culture that values different perspectives, backgrounds, and experiences.
• The candidate will benefit from flexible work arrangements and support from leaders for both personal and professional needs.

Job Skills

• The candidate must demonstrate strong client counseling abilities in all interactions.
• The candidate must have strong critical thinking skills.
• The candidate must have strong decision-making skills.
• The candidate must be skilled at managing interpersonal relationships effectively.
• The candidate must be able to build strong interpersonal relationships with clients and colleagues.
• The candidate must have experience in investment banking.
• The candidate must be skilled in investment consulting.
• The candidate must be skilled in investment management to optimize client portfolios.
• The candidate must have experience in private banking to serve high-net-worth clients.
• The candidate must be knowledgeable about product services to support client needs.