Royal Bank of Canada·3 months ago
3 months ago
Investment Advisor
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About this role
Take on the role of 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
- investment management
- financial planning
- client relationship management
- portfolio management
- outbound sales
- wealth management
- investment consulting
- private banking
- investment banking
- decision making
- interpersonal relationship management
- business development
- direct marketing
Company
Royal Bank of Canada
CAMBRIDGE, Canada
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