Investment Advisor

We are looking for an 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 4–6 years of outbound sales experience and a passion for financial planning.

Skills

• canadian securities course
• portfolio management
• investment management
• financial planning
• client relationship management
• wealth management
• private banking
• investment consulting
• sales
• business development
• chartered financial analyst
• conduct and practices handbook
• personal financial planner
• chartered investment manager
• critical thinking
• decision making
• interpersonal relationship management
• client counseling
• product services