Royal Bank of Canada·3 months ago
3 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
- leverage RBC’s resources to create customised portfolios and wealth plans
What they're looking for
- significant outbound sales experience
- passion for financial planning
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are seeking a skilled Investment Advisor to build and manage high-net-worth client relationships, providing tailored financial planning and investment advice. You will leverage RBC’s resources to create customised portfolios and wealth plans. Ideal candidates have significant outbound sales experience and a passion for financial planning.
Skills
- investment management
- financial planning
- client relationship management
- portfolio management
- outbound sales
- wealth management
- investment consulting
- financial advisory
- private banking
- decision making
- business development
- client counseling
- interpersonal relationship management
- direct marketing
Company
Royal Bank of Canada
GUELPH, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.