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Royal Bank of Canada

Global banking, wealth management, and insurance

Investment Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeGuelph, ON, CanadaIn-person

About the Job

Requirements

  • Have 4–6 years of outbound sales experience and be comfortable earning 100% commission.
  • Have completed the Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam (RSE), or complete them before the start date.
  • Have an interest in financial planning and portfolio management.
  • Have relationship-building skills and the ability to connect with different types of individuals.

Responsibilities

  • Build a client base of high-net-worth individuals, families, and business owners, and manage their complex financial needs.
  • Use investment and wealth management resources to create customized portfolios and wealth plans for clients.
  • Foster long-term relationships through personalized service and advice.
  • Establish and maintain reciprocal relationships with partners in Personal and Commercial Banking and Insurance to support clients’ financial needs.
  • Build and run an individual business within the RBC brand, using available resources and guidance.

Desired Qualifications

  • Experience in direct marketing, financial services, high-value sales, or business development in any industry or discipline.
  • Completion of the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA) designation.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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