Full-Time

Investment Advisor

Confirmed live in the last 24 hours

Deadline 9/4/25
Royal Bank of Canada

Royal Bank of Canada

10,001+ employees

Global financial institution offering diverse services

No salary listed

Senior

Barrie, ON, Canada

In Person

Category
Investment Banking
Private Equity
Finance & Banking
Requirements
  • 4-6 years of outbound sales experience and are comfortable earning 100% commission
  • Completed the Canadian Securities Course (CSC) or will prior to your start date
  • A passion for financial planning and a keen interest in portfolio management
  • Strong relationship building skills and an ability to connect with all types of individuals
Responsibilities
  • Build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs
  • Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives
Desired Qualifications
  • Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline
  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Royal Bank of Canada (RBC) is a major financial institution that provides a wide range of services including personal and commercial banking, wealth management, insurance, investor services, and capital markets. RBC operates in Canada, the United States, and 27 other countries, serving over 17 million clients. The bank generates revenue through various financial products such as loans, mortgages, and investment services. RBC focuses on enhancing client experiences by leveraging technology and innovation in its services. Unlike many competitors, RBC emphasizes community support through donations and employee volunteerism, which is a key part of its corporate philosophy. The bank's goal is to adapt to the changing needs of its clients while fostering community prosperity, driven by a dedicated workforce of over 94,000 employees.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1864

Simplify Jobs

Simplify's Take

What believers are saying

  • RBC's credit facilities to tech firms boost portfolio diversity and risk management.
  • Expansion into the SaaS market could lead to increased revenue from tech-driven businesses.
  • Participation in data center financing positions RBC as a digital transformation leader.

What critics are saying

  • Exposure to volatile tech sector could impact RBC if tech firms face financial issues.
  • RBC's focus on long-term fixed income investments may be risky if interest rates rise.
  • Involvement in SaaS market exposes RBC to rapid tech changes and competitive pressures.

What makes Royal Bank of Canada unique

  • RBC is Canada's largest bank by market capitalization, enhancing its competitive edge.
  • The bank's diversified business model spans banking, wealth management, and capital markets.
  • RBC's focus on innovation and technology enhances client experiences and operational efficiency.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Professional Development Budget

Flexible Work Hours

Performance Bonus

Company News

PR Newswire
Jul 10th, 2025
Veris Residential Completes Liquidity Enhancing Transactions

/PRNewswire/ -- Veris Residential, Inc. ("Veris Residential" or the "Company") (NYSE: VRE), a forward-thinking, Northeast-focused, Class A multifamily REIT,...

MarketScreener
Jul 8th, 2025
WELL Health Technologies Corp. and Royal Bank of Canada Expand and Extend Credit Facility to 2027

WELL Health Technologies Corp. announced that its senior secured credit facility, led by Royal Bank of Canada and supported by a syndicate of lenders, has been extended through 2027 with several...

StocksToTrade
Jul 3rd, 2025
Bit Digital's Ethereum Transition: Strategic Moves and Market Effects

WhiteFiber, a Bit Digital subsidiary, secured a $43.7M credit facility from Royal Bank of Canada, hinting at expansion plans for data centers focused on cutting-edge tech like AI.

PR Newswire
Jun 23rd, 2025
WhiteFiber, Inc. Announces C$60 Million Credit Facility with Royal Bank of Canada for Data Centers

/PRNewswire/ -- WhiteFiber, Inc. ("WhiteFiber"), the wholly-owned HPC subsidiary of Bit Digital, Inc. (Nasdaq: BTBT) ("Bit Digital" or the "Company"), today...

Data Center Dynamics
Jun 19th, 2025
NextDC Secures AU$2.2bn for Asia Expansion

NextDC has secured AU$2.2 billion ($1.42 billion) in debt financing, increasing its total available debt to AU$5.1 billion ($3.3 billion). The funds will support capital expenditure for customer contracts and data center developments. A consortium of banks is providing the facility, maturing in 2030. NextDC's Kuala Lumpur data center, KL1, has secured a 10MW hyperscale customer, marking a strategic milestone in its Asia expansion. KL1 will offer 65MW and is set to launch in early 2026.