Full-Time

Investment Advisor

Confirmed live in the last 24 hours

Royal Bank of Canada

Royal Bank of Canada

10,001+ employees

Global financial institution offering diverse services

No salary listed

Mid, Senior

Detroit, MI, USA

Category
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 RBC's 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)
  • Completed the Personal Financial Planner (PFP)
  • Completed the Chartered Investment Manager (CIM)
  • Completed the 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 volunteer activities, which is a key part of its corporate philosophy. The bank's goal is to foster community prosperity while adapting to the changing needs of its diverse clientele, 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 expansion in Asia-Pacific positions it for growth in emerging markets.
  • The bank's sustainable finance initiatives align with global environmental responsibility trends.
  • RBC's new mobile app features attract tech-savvy younger clients with personalized advice.

What critics are saying

  • Legal challenges from derivative contracts could lead to significant financial liabilities.
  • Unresolved industrial disputes may cause employee dissatisfaction and operational disruptions.
  • Potential U.S. tariffs could impact RBC's earnings and require increased capital reserves.

What makes Royal Bank of Canada unique

  • RBC's diversified business model spans banking, wealth management, and capital markets.
  • The bank's focus on innovation enhances client experiences through AI-driven customer service tools.
  • RBC's commitment to community support fosters prosperity through donations and volunteer activities.

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Benefits

Professional Development Budget

Flexible Work Hours

Performance Bonus

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