Full-Time

Investment Advisor

Confirmed live in the last 24 hours

Deadline 8/13/25
Royal Bank of Canada

Royal Bank of Canada

10,001+ employees

Global financial institution offering diverse services

No salary listed

Mid, Senior

Brampton, ON, Canada

In Person

Category
Investment Banking
Finance & Banking
Requirements
  • 4-6 years of outbound sales experience
  • Completion of the Canadian Securities Course (CSC) or will complete prior to start date
  • Passion for financial planning and keen interest in portfolio management
  • Strong relationship building skills and ability to connect with all types of individuals
Responsibilities
  • Build a client base of high-net-worth individuals, families, and business owners
  • Manage complex financial needs of clients
  • Create customized portfolios and wealth plans for clients
  • Foster trusted, long-term relationships using personalized service and advice
  • Establish and maintain reciprocal relationships with RBC partners
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 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 financing of tech infrastructure supports growth in the expanding tech sector.
  • The partnership with Canadian Tire enhances customer engagement and retail banking growth.
  • RBC's commitment to social impact strengthens brand reputation and community relations.

What critics are saying

  • Increased competition in data center financing could impact RBC's market share.
  • RBC's focus on long-term fixed income products may expose it to interest rate risks.
  • High exposure to the tech sector could be risky if the sector faces downturns.

What makes Royal Bank of Canada unique

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

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Benefits

Professional Development Budget

Flexible Work Hours

Performance Bonus

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