Royal Bank of Canada·4 months ago
4 months 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
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
- investment consulting
- wealth management
- private banking
- decision making
- interpersonal relationship management
- business development
- direct marketing
- financial services
Company
Royal Bank of Canada
CHILLIWACK, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.