Full-Time

Investment Advisor

Posted on 3/12/2025

Royal Bank of Canada

Royal Bank of Canada

10,001+ employees

Global financial institution offering diverse services

No salary listed

Mid, Senior

Calgary, AB, Canada

Category
Financial Planning and Analysis (FP&A)
Investment Banking
Private Equity
Finance & Banking
Requirements
  • 4-6 years of outbound sales experience
  • Completed the Canadian Securities Course (CSC) or will prior to your start date
  • Passion for financial planning
  • 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 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
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 distinguishes itself from competitors by focusing on client experience through the use of technology and innovation. Additionally, RBC is committed to community support, engaging in initiatives that promote social impact and community prosperity. With a workforce of over 94,000 employees, RBC aims to adapt to the changing needs of its clients while maintaining its position as a leading financial institution.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1864

Simplify Jobs

Simplify's Take

What believers are saying

  • RBC's AI partnership with Cohere boosts innovation in financial services.
  • Young Leaders program launch strengthens RBC's brand in the Caribbean.
  • LEADHER Awards involvement enhances RBC's corporate social responsibility image.

What critics are saying

  • AI partnership faces competition from tech giants like Microsoft and Google.
  • Potential U.S. trade war could increase RBC's credit-loss provisions.
  • Competitors' credit facility expansions may challenge RBC in financing deals.

What makes Royal Bank of Canada unique

  • RBC is Canada's largest bank by market capitalization, showcasing financial strength.
  • RBC's diversified business model spans banking, wealth management, and capital markets.
  • Strong focus on innovation and technology enhances client experiences and operational efficiency.

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Benefits

Professional Development Budget

Flexible Work Hours

Performance Bonus

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