Royal Bank of Canada·2 months ago
2 months ago
Investment Advisor
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About this role
Seeking an Investment Advisor to build and manage high-net-worth client relationships, providing tailored financial planning and investment advice. Utilise RBC’s resources to create customised portfolios and wealth plans. Ideal for candidates with strong relationship-building skills and 4–6 years of outbound sales experience.
Skills
- investment management
- portfolio management
- client relationship management
- canadian investment regulatory exam
- retail securities exam
- financial planning
- wealth management
- private banking
- investment consulting
- sales
- certified financial planner
- chartered investment manager
- chartered financial analyst
- business development
- critical thinking
- decision making
- interpersonal relationship management
- client counseling
- product services
Company
Royal Bank of Canada
BURLINGTON, Canada
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