Royal Bank of Canada·4 months ago
4 months ago
Investment Advisor
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What you'll do
- Build and manage high-net-worth client relationships
- Provide tailored financial planning and investment advice
- Utilise outbound sales experience and strong relationship-building skills to deliver bespoke solutions
What they're looking for
- 4–6 years’ sales experience
- Outbound sales experience
- Strong relationship-building skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Exciting opportunity for an Investment Advisor to build and manage high-net-worth client relationships, providing tailored financial planning and investment advice. Utilise your outbound sales experience and strong relationship-building skills to deliver bespoke solutions. Ideal for candidates with 4–6 years’ sales experience and a passion for portfolio management.
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
SASKATOON, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.