Royal Bank of Canada·6 days ago
6 days ago
Investment Advisor
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What you'll do
- help clients achieve their financial goals by providing tailored planning and financial advice
- build and maintain client relationships
- manage complex portfolios
- leverage RBC’s resources
What they're looking for
- 4–6 years of outbound sales experience
- strong relationship-building skills
- canadian investment regulatory exam
- retail securities exam
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are currently hiring an Investment Advisor to help clients achieve their financial goals by providing tailored planning and financial advice. You will build and maintain client relationships, manage complex portfolios, and leverage RBC’s resources. Ideal candidates have 4–6 years of outbound sales experience and strong relationship-building skills.
Skills
- canadian investment regulatory exam
- retail securities exam
- portfolio management
- financial planning
- investment management
- client counseling
- wealth management
- private banking
- investment consulting
- relationship building
- sales
- certified financial planner
- chartered investment manager
- chartered financial analyst
- direct marketing
- business development
Company
Royal Bank of Canada
SECHELT, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.