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 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 help clients achieve their financial goals by providing tailored planning and financial advice. Build and maintain client relationships, manage complex portfolios, and leverage RBC’s resources. Ideal for candidates with strong relationship skills and 4–6 years of outbound sales experience.
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
- business development
- certified financial planner
- chartered investment manager
- chartered financial analyst
- critical thinking
- decision making
- interpersonal relationship management
- product services
Company
Royal Bank of Canada
NORTH VANCOUVER, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.