Autonomous Wealth Advisor – Build Your Client Base

Royal Bank of Canada; Southwestern Ontario; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking an experienced Investment Advisor to build and maintain relationships with high-net-worth clients. This role offers an opportunity to create customized financial plans and utilize extensive resources provided by the firm. The ideal candidate has 4-6 years of sales experience, a passion for financial planning, and the ability to build strong relationships. This is a flexible position with unlimited earning potential through commission.

Benefits

Comprehensive Total Rewards packages

Base salary and unlimited commission

Flexible work arrangements

Mentorship and career development programs

Qualifications

• 4-6 years of outbound sales experience and comfortable with commission structure.
• Passion for financial planning and keen interest in portfolio management.
• Strong relationship building skills with individuals.

Responsibilities

• Build and maintain client relationships using RBC's strong brand.
• Manage financial needs of high-net-worth individuals and families.
• Create customized portfolios and financial plans for clients.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Management

Education

Completion of Canadian Securities Course (CSC)

Completed Conduct and Practices Handbook (CPH)

Personal Financial Planner (PFP)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA)

Job description

A leading financial institution is seeking an experienced Investment Advisor to build and maintain relationships with high-net-worth clients. This role offers an opportunity to create customized financial plans and utilize extensive resources provided by the firm. The ideal candidate has 4-6 years of sales experience, a passion for financial planning, and the ability to build strong relationships. This is a flexible position with unlimited earning potential through commission.