Investment Advisor
Core
Help high-net-worth individuals, families, and business owners reach their financial goals by providing personalized planning and investment advice.
Role type
Independent Investment Advisor (100% commission)
Builds
Customized investment portfolios and wealth management plans
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Outbound sales, relationship building, financial planning, portfolio management, client counseling
Preferred skills
CFP, CIM, CFA certifications, direct marketing experience, high-value sales success
Technologies
Investment platforms, portfolio management tools
Responsibilities
Build and maintain client relationships, create customized wealth plans, leverage RBC resources for client needs, establish partnerships with banking and insurance teams
Seniority
Mid-level (4-6 years experience)
