Royal Bank of Canada·6 days ago
6 days ago
Investment Advisor
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What you'll do
- Helping clients achieve their financial goals through tailored planning and financial advice
- Build and maintain relationships with high-net-worth individuals
- Manage complex portfolios
What they're looking for
- 4-6 years of outbound sales experience
- Strong client service skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join our team as an Investment Advisor, helping clients achieve their financial goals through tailored planning and financial advice. Build and maintain relationships with high-net-worth individuals and manage complex portfolios. Ideal for candidates with strong client service skills and 4-6 years of outbound sales experience.
Skills
- canadian investment regulatory exam
- retail securities exam
- portfolio management
- financial planning
- investment management
- client counseling
- wealth management
- relationship building
- investment consulting
- private banking
- sales
- business development
- certified financial planner
- chartered investment manager
- chartered financial analyst
- critical thinking
- decision making
- interpersonal relationship management
Company
Royal Bank of Canada
WEST VANCOUVER, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.