R

Royal Bank of Canada

Global banking, wealth management, and insurance

Investment Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSurrey, BC, 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 a passion for financial planning and a keen interest in portfolio management.
  • Have strong relationship-building skills and the 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.
  • Create customized portfolios and wealth plans for clients using investment and wealth management resources.
  • Foster trusted, long-term relationships through personalized service and advice.
  • Establish and maintain reciprocal relationships with Personal & Commercial Banking and Insurance partners to support clients across their financial lives.
  • Build and run an independent business within the RBC brand, using RBC resources and guidance.

Desired Qualifications

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

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

Recently Posted Jobs

Explore more opportunities at Royal Bank of Canada

See more jobs