Investment Advisor
Core
Help high-net-worth individuals, families, and business owners reach their life goals by providing strong planning and financial advice and managing complex financial needs.
Role type
Investment Advisor (Wealth Management)
Builds
Customized portfolios and wealth plans for clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Outbound sales, CIRE, RSE, Financial planning, Portfolio management, Relationship building
Preferred skills
Direct marketing, High-value sales, CFP, CIM, CFA
Responsibilities
Build and maintain client relationships, Leverage RBC resources to create customized portfolios, Foster long-term trusted relationships, Establish reciprocal relationships with banking and insurance partners