Wealth Advisor Channel Growth Lead

RBC; Toronto; On-site; CAD 67,000 - 110,000; Full time

Job summary

RBC in Toronto is seeking an Advisor Channel sales professional to build relationships with financial advisors, planners and key stakeholders in the defined territory. You will partner with the District Vice President to execute strategic plans and drive revenue in wealth management.

The role requires a university degree, 3+ years in financial services, and ongoing designation progress (CIM/CFP/CFA). Excellent communication and market knowledge are essential.

Qualifications

• University degree or equivalent in Commerce, Economics, Finance or related.
• 3+ years’ experience in the financial services industry.
• Completion or enrolment in CIM, CFP, or CFA.
• Excellent knowledge of capital markets and financial instruments.
• Excellent written and verbal communication skills.

Responsibilities

• Partner with District Vice President to establish a strategic business plan for the territory with defined sales targets.
• Proactively contact financial advisors and planners to gain information and insight into their practices.
• Provide insights on capital markets, economics, and investment instruments.
• Position RBC, PH&N, and BlueBay and RBC iShares products to prospects and existing clients.
• Advance the sales process by booking presentations and appointments for the District Vice President.
• Create and deliver presentations, proposals and investment illustrations.

Skills

Business Development

Coaching Others

Communication

Customer Acquisition Strategy

CRM Strategies

Customer Value Management

Long Term Planning

Negotiation

Perseverance and Follow-Through

Sales Channels

Sales Forecasting

Education

University degree or equivalent

Advanced financial services designation (CIM/CFP/CFA)

Job description

RBC in Toronto is seeking an Advisor Channel sales professional to build relationships with financial advisors, planners and key stakeholders in the defined territory. You will partner with the District Vice President to execute strategic plans and drive revenue in wealth management.

The role requires a university degree, 3+ years in financial services, and ongoing designation progress (CIM/CFP/CFA). Excellent communication and market knowledge are essential.